
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.100 | 48.180 | 47.080 |
Shares | 55.540 | 68.540 | 13.000 |
Bonds | 30.490 | 31.630 | 1.140 |
Convertible | 0.380 | 0.380 | 0.000 |
Preferred | 2.900 | 2.900 | 0.000 |
Other | 9.600 | 12.890 | 3.290 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.303 | 17.838 |
Price to Book | 2.997 | 2.874 |
Price to Sales | 2.087 | 2.107 |
Price to Cash Flow | 12.338 | 11.402 |
Dividend Yield | 1.999 | 2.192 |
5 Years Earnings Growth | 10.032 | 10.017 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.950 | 21.731 |
Financial Services | 19.590 | 17.006 |
Industrials | 12.530 | 11.024 |
Healthcare | 11.750 | 12.667 |
Consumer Cyclical | 10.490 | 9.528 |
Communication Services | 8.790 | 7.112 |
Energy | 4.710 | 4.763 |
Consumer Defensive | 3.800 | 6.618 |
Utilities | 3.280 | 2.966 |
Basic Materials | 2.390 | 3.231 |
Real Estate | 0.710 | 3.350 |
Number of long holdings: 2
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Allocation Instl | - | 99.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CA ScholarShare College Savings Pue | 2.83B | 0.60 | 13.71 | 12.15 | ||
MI Education Savings Program US Equ | 862.8M | 0.60 | 13.67 | 12.11 | ||
WI Edvest 529 Plan Large Cap Stock | 830.84M | 1.05 | 14.29 | 12.73 | ||
WI Edvest 529 Plan Based Aggressive | 666.13M | 4.65 | 10.00 | 8.36 | ||
OR Oregon College Savings Plan US E | 549.04M | 5.56 | 18.82 | - |
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