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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.74 | 8.82 | 1.08 |
Stocks | 61.92 | 61.92 | 0.00 |
Bonds | 27.30 | 27.30 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 2.97 | 2.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.56 | 18.21 |
Price to Book | 3.84 | 3.08 |
Price to Sales | 2.56 | 2.07 |
Price to Cash Flow | 13.73 | 11.96 |
Dividend Yield | 1.84 | 2.00 |
5 Years Earnings Growth | 12.06 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.43 | 22.93 |
Healthcare | 14.29 | 13.35 |
Financial Services | 11.50 | 14.97 |
Industrials | 11.06 | 10.85 |
Communication Services | 9.74 | 7.20 |
Consumer Defensive | 8.51 | 6.31 |
Consumer Cyclical | 7.34 | 10.09 |
Energy | 6.03 | 5.46 |
Basic Materials | 3.00 | 3.52 |
Utilities | 2.37 | 3.04 |
Real Estate | 1.73 | 3.56 |
Number of long holdings: 2,756
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.55 | - | - | |
Broadcom Inc | - | 4.43 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 2.97 | - | - | |
Meta Platforms Inc Class A | - | 1.70 | - | - | |
UnitedHealth Group Inc | - | 1.67 | - | - | |
Philip Morris International Inc | - | 1.65 | - | - | |
Eli Lilly and Co | - | 1.53 | - | - | |
The Home Depot Inc | - | 1.39 | - | - | |
Alphabet Inc Class C | - | 1.39 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 1.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.13B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.33B | 4.97 | 8.68 | 10.82 |
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