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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.07 | 8.58 | 3.51 |
Stocks | 62.76 | 62.76 | 0.00 |
Bonds | 28.97 | 28.97 | 0.00 |
Other | 3.19 | 3.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.68 | 18.21 |
Price to Book | 3.58 | 3.08 |
Price to Sales | 2.29 | 2.07 |
Price to Cash Flow | 12.20 | 11.96 |
Dividend Yield | 2.01 | 2.00 |
5 Years Earnings Growth | 10.51 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 22.93 |
Healthcare | 14.65 | 13.35 |
Industrials | 11.21 | 10.85 |
Financial Services | 11.20 | 14.97 |
Communication Services | 9.23 | 7.20 |
Consumer Defensive | 8.96 | 6.31 |
Consumer Cyclical | 7.34 | 10.09 |
Energy | 6.40 | 5.46 |
Basic Materials | 3.80 | 3.52 |
Utilities | 2.41 | 3.04 |
Real Estate | 1.76 | 3.56 |
Number of long holdings: 2,617
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.60 | 425.34 | +1.22% | |
Broadcom | US11135F1012 | 4.39 | 1,414.03 | +1.34% | |
Cap Grp Cent Fd Ser Ii | - | 3.19 | - | - | |
UnitedHealth | US91324P1021 | 2.05 | 517.23 | -1.41% | |
Philip Morris | US7181721090 | 1.78 | 99.59 | -0.24% | |
Home Depot | US4370761029 | 1.43 | 337.82 | -1.86% | |
Meta Platforms | US30303M1027 | 1.38 | 468.84 | -0.65% | |
Alphabet C | US02079K1079 | 1.36 | 178.46 | +0.66% | |
Eli Lilly | US5324571083 | 1.30 | 783.18 | +1.71% | |
JPMorgan | US46625H1005 | 1.16 | 195.58 | -4.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.13B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.4B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.28B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.31B | 4.97 | 8.68 | 10.82 |
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