Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.72 | 2.73 | 0.01 |
| Shares | 97.27 | 97.27 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.30 | 18.23 |
| Price to Book | 2.94 | 3.05 |
| Price to Sales | 1.65 | 2.29 |
| Price to Cash Flow | 11.47 | 12.29 |
| Dividend Yield | 2.55 | 2.13 |
| 5 Years Earnings Growth | 8.33 | 10.26 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 21.15 | 22.84 |
| Healthcare | 13.23 | 10.95 |
| Financial Services | 12.96 | 16.69 |
| Consumer Defensive | 10.83 | 7.47 |
| Industrials | 10.62 | 12.54 |
| Communication Services | 9.39 | 9.26 |
| Consumer Cyclical | 8.52 | 10.17 |
| Utilities | 6.94 | 2.99 |
| Energy | 3.30 | 4.00 |
| Real Estate | 2.18 | 2.30 |
| Basic Materials | 0.88 | 3.97 |
Number of long holdings: 224
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| J&J | US4781601046 | 1.57 | 186.73 | +0.39% | |
| Cencora Inc | US03073E1055 | 1.55 | 357.21 | +0.91% | |
| United Microelectronics | US9108734057 | 1.54 | 7.355 | -5.22% | |
| Microsoft | US5949181045 | 1.51 | 499.89 | -1.43% | |
| Swisscom | CH0008742519 | 1.51 | 591.50 | +3.23% | |
| Cisco | US17275R1023 | 1.50 | 71.42 | -0.94% | |
| O’Reilly Automotive | US67103H1077 | 1.50 | 94.73 | -0.23% | |
| McDonald’s | US5801351017 | 1.49 | 298.33 | -2.40% | |
| Shell | GB00BP6MXD84 | 1.49 | 32.41 | -0.52% | |
| Republic Services | US7607591002 | 1.48 | 205.21 | -0.59% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 845.14B | 16.84 | 21.76 | 14.06 | ||
| Vanguard 500 Index Admiral | 626.03B | 17.48 | 22.63 | 14.60 | ||
| Vanguard Total Stock Market Admiral | 447.18B | 16.82 | 21.74 | 14.04 | ||
| Vanguard Total Intl Stock Index Inv | 246.07B | 28.32 | 19.97 | 7.76 | ||
| Vanguard Institutional Idx Instl Pl | 203.01B | 17.50 | 22.65 | 14.62 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review