
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.740 | 1.760 | 0.020 |
Shares | 65.280 | 65.280 | 0.000 |
Bonds | 32.730 | 32.730 | 0.000 |
Convertible | 0.250 | 0.250 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.271 | 16.242 |
Price to Book | 1.911 | 2.496 |
Price to Sales | 1.595 | 1.834 |
Price to Cash Flow | 9.644 | 10.164 |
Dividend Yield | 3.376 | 2.813 |
5 Years Earnings Growth | 8.279 | 10.298 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.740 | 16.008 |
Healthcare | 15.750 | 10.789 |
Technology | 14.220 | 18.551 |
Industrials | 12.850 | 11.048 |
Consumer Defensive | 8.400 | 7.503 |
Consumer Cyclical | 6.650 | 8.854 |
Energy | 6.360 | 6.495 |
Utilities | 5.500 | 5.087 |
Communication Services | 4.550 | 6.948 |
Real Estate | 3.200 | 6.821 |
Basic Materials | 2.780 | 4.232 |
Number of long holdings: 641
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 1.63 | 55.76 | 0.00% | |
Accenture | IE00B4BNMY34 | 1.54 | 282.35 | -1.01% | |
J&J | US4781601046 | 1.52 | 157.47 | +2.31% | |
Alphabet A | US02079K3059 | 1.51 | 151.16 | -1.42% | |
Merck&Co | US58933Y1055 | 1.36 | 78.00 | +2.01% | |
Microsoft | US5949181045 | 1.36 | 367.78 | -1.03% | |
JPMorgan | US46625H1005 | 1.32 | 231.96 | +1.02% | |
Duke Energy | US26441C2044 | 1.31 | 121.80 | +1.20% | |
Bank of America | US0605051046 | 1.29 | 37.41 | +0.21% | |
UnitedHealth | US91324P1021 | 1.27 | 454.11 | -22.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
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