Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.65 | 2.65 | 0.00 |
Shares | 97.35 | 97.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.85 | 19.63 |
Price to Book | 4.09 | 3.70 |
Price to Sales | 2.20 | 2.36 |
Price to Cash Flow | 13.13 | 13.57 |
Dividend Yield | 1.26 | 1.61 |
5 Years Earnings Growth | 12.11 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.42 | 26.58 |
Consumer Cyclical | 15.32 | 10.29 |
Financial Services | 12.57 | 14.22 |
Healthcare | 11.25 | 13.75 |
Communication Services | 8.34 | 8.16 |
Industrials | 7.95 | 10.15 |
Consumer Defensive | 4.41 | 6.51 |
Energy | 4.12 | 4.38 |
Basic Materials | 1.34 | 2.74 |
Utilities | 1.24 | 2.39 |
Real Estate | 1.03 | 2.38 |
Number of long holdings: 832
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.02 | 406.66 | +2.22% | |
Apple | US0378331005 | 4.96 | 183.36 | +5.97% | |
Amazon.com | US0231351067 | 4.57 | 186.24 | +0.82% | |
NVIDIA | US67066G1040 | 3.30 | 887.83 | +3.46% | |
Alphabet A | US02079K3059 | 2.91 | 167.21 | +0.35% | |
Visa A | US92826C8394 | 1.75 | 268.47 | +0.32% | |
Meta Platforms | US30303M1027 | 1.53 | 452.05 | +2.35% | |
Alphabet C | US02079K1079 | 1.23 | 169.01 | +0.33% | |
Merck&Co | US58933Y1055 | 1.22 | 127.52 | -0.58% | |
Eli Lilly | US5324571083 | 1.18 | 735.54 | -2.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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