
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.03 | 2.11 | 0.08 |
Shares | 97.98 | 97.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.38 | 15.73 |
Price to Book | 1.99 | 2.50 |
Price to Sales | 1.12 | 1.71 |
Price to Cash Flow | 9.39 | 10.62 |
Dividend Yield | 2.59 | 2.51 |
5 Years Earnings Growth | 11.02 | 9.43 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.83 | 21.38 |
Healthcare | 16.48 | 15.23 |
Technology | 12.46 | 12.83 |
Industrials | 10.15 | 11.82 |
Consumer Defensive | 8.64 | 8.27 |
Energy | 7.42 | 7.55 |
Consumer Cyclical | 6.34 | 6.78 |
Basic Materials | 5.30 | 3.42 |
Communication Services | 4.89 | 5.61 |
Real Estate | 3.89 | 3.46 |
Utilities | 3.59 | 5.21 |
Number of long holdings: 134
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.85 | 62.51 | -0.95% | |
Morgan Stanley | US6174464486 | 1.83 | 108.12 | +1.44% | |
Tyson Foods | US9024941034 | 1.67 | 60.54 | +0.68% | |
Pfizer | US7170811035 | 1.67 | 21.91 | +1.48% | |
MetLife | US59156R1086 | 1.61 | 71.40 | +0.41% | |
Bristol-Myers Squibb | US1101221083 | 1.59 | 50.71 | +0.50% | |
Delta Air Lines | US2473617023 | 1.53 | 40.88 | +3.86% | |
Raymond James Financial | US7547301090 | 1.49 | 135.33 | +2.34% | |
Skyworks | US83088M1027 | 1.37 | 56.54 | +5.01% | |
Exxon Mobil | US30231G1022 | 1.35 | 103.14 | +3.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 207.17B | -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