
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.13 | 0.13 | 0.00 |
Shares | 99.87 | 99.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.16 | 21.21 |
Price to Book | 4.45 | 4.02 |
Price to Sales | 3.19 | 2.72 |
Price to Cash Flow | 15.13 | 14.15 |
Dividend Yield | 1.34 | 1.51 |
5 Years Earnings Growth | 10.25 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.71 | 29.39 |
Financial Services | 13.78 | 14.82 |
Consumer Cyclical | 10.53 | 10.34 |
Communication Services | 10.30 | 8.86 |
Healthcare | 9.13 | 11.45 |
Industrials | 7.65 | 9.84 |
Consumer Defensive | 5.06 | 5.94 |
Energy | 3.04 | 3.65 |
Utilities | 2.19 | 2.60 |
Real Estate | 1.87 | 2.19 |
Basic Materials | 1.73 | 2.37 |
Number of long holdings: 471
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.38 | 185.54 | -1.11% | |
Microsoft | US5949181045 | 6.89 | 528.57 | +2.17% | |
Apple | US0378331005 | 6.34 | 256.69 | -0.52% | |
Amazon.com | US0231351067 | 4.00 | 220.90 | +0.63% | |
Meta Platforms | US30303M1027 | 2.93 | 715.66 | +0.72% | |
Broadcom | US11135F1012 | 2.56 | 335.49 | -0.85% | |
Alphabet A | US02079K3059 | 2.27 | 250.43 | +2.07% | |
Alphabet C | US02079K1079 | 1.81 | 251.51 | +2.05% | |
Tesla | US88160R1014 | 1.67 | 453.25 | +5.45% | |
Berkshire Hathaway B | US0846707026 | 1.61 | 500.02 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 817.66B | 10.52 | 18.78 | 13.95 | ||
Vanguard 500 Index Admiral | 606.89B | 10.76 | 19.49 | 14.56 | ||
Vanguard Total Stock Market Admiral | 435.01B | 10.50 | 18.76 | 13.92 | ||
Vanguard Total Intl Stock Index Inv | 238.18B | 21.97 | 15.17 | 7.44 | ||
Vanguard Institutional Idx Instl Pl | 195.67B | 10.77 | 19.51 | 14.59 |
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