Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.67 | 2.71 | 0.04 |
Stocks | 97.19 | 97.19 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.27 | 27.66 |
Price to Book | 5.08 | 6.61 |
Price to Sales | 3.24 | 4.09 |
Price to Cash Flow | 16.73 | 18.36 |
Dividend Yield | 0.74 | 0.72 |
5 Years Earnings Growth | 13.68 | 14.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.30 | 38.64 |
Healthcare | 18.43 | 12.94 |
Consumer Cyclical | 15.54 | 14.30 |
Industrials | 13.72 | 7.12 |
Financial Services | 8.65 | 9.32 |
Communication Services | 8.42 | 10.92 |
Consumer Defensive | 4.36 | 3.85 |
Basic Materials | 1.98 | 1.89 |
Real Estate | 0.85 | 1.71 |
Energy | 0.76 | 1.89 |
Number of long holdings: 210
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.52 | 404.33 | -1.82% | |
Broadcom | US11135F1012 | 3.83 | 1,258.99 | -1.84% | |
Amazon.com | US0231351067 | 2.73 | 179.17 | -1.16% | |
Transdigm | US8936411003 | 2.49 | 1,212.68 | -1.06% | |
UnitedHealth | US91324P1021 | 2.37 | 493.16 | +2.96% | |
Meta Platforms | US30303M1027 | 2.21 | 501.80 | +1.54% | |
Alphabet A | US02079K3059 | 2.09 | 155.97 | +0.32% | |
Mastercard | US57636Q1040 | 2.05 | 454.39 | -1.25% | |
Abbott Labs | US0028241000 | 1.78 | 105.28 | -0.59% | |
Eli Lilly | US5324571083 | 1.58 | 745.95 | -0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 133.89B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.94B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 83.47B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.8B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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