
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.04 | 27.27 |
Price to Book | 4.70 | 4.88 |
Price to Sales | 3.97 | 2.96 |
Price to Cash Flow | 16.81 | 17.44 |
Dividend Yield | 0.79 | 0.61 |
5 Years Earnings Growth | 12.85 | 13.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.68 | 27.95 |
Industrials | 19.53 | 18.04 |
Healthcare | 11.85 | 15.65 |
Consumer Cyclical | 10.24 | 13.23 |
Financial Services | 8.00 | 10.95 |
Real Estate | 7.38 | 2.73 |
Energy | 5.16 | 4.49 |
Communication Services | 5.09 | 4.10 |
Utilities | 3.26 | 2.04 |
Basic Materials | 1.63 | 2.28 |
Consumer Defensive | 1.19 | 2.88 |
Number of long holdings: 143
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Welltower | US95040Q1040 | 2.50 | 147.27 | +1.13% | |
Palantir | US69608A1088 | 2.30 | 93.78 | +1.15% | |
Amphenol | US0320951017 | 2.10 | 65.06 | +0.45% | |
Constellation Energy | US21037T1097 | 2.06 | 206.68 | +1.22% | |
Motorola | US6200763075 | 1.92 | 420.95 | +0.12% | |
Transdigm | US8936411003 | 1.91 | 1,337.66 | +0.10% | |
DoorDash | US25809K1051 | 1.69 | 181.24 | +1.03% | |
Royal Caribbean Cruises | LR0008862868 | 1.55 | 192.69 | +0.52% | |
Howmet | US4432011082 | 1.45 | 123.23 | -0.56% | |
Realty Income | US7561091049 | 1.30 | 58.32 | +1.85% |
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