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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 | 17.80 |
Price to Book | 3.58 | 3.03 |
Price to Sales | 2.29 | 2.02 |
Price to Cash Flow | 12.20 | 11.66 |
Dividend Yield | 2.01 | 2.04 |
5 Years Earnings Growth | 10.51 | 11.14 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 22.75 |
Healthcare | 14.65 | 13.47 |
Industrials | 11.21 | 10.86 |
Financial Services | 11.20 | 14.95 |
Communication Services | 9.23 | 7.15 |
Consumer Defensive | 8.96 | 6.31 |
Consumer Cyclical | 7.34 | 10.09 |
Energy | 6.40 | 5.47 |
Basic Materials | 3.80 | 3.53 |
Utilities | 2.41 | 3.03 |
Real Estate | 1.76 | 3.59 |
Number of long holdings: 2,617
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.60 | 400.96 | +0.46% | |
Broadcom | US11135F1012 | 4.39 | 1,224.46 | +1.64% | |
Cap Grp Cent Fd Ser Ii | - | 3.19 | - | - | |
UnitedHealth | US91324P1021 | 2.05 | 491.23 | -1.98% | |
Philip Morris | US7181721090 | 1.78 | 94.06 | +0.31% | |
Home Depot | US4370761029 | 1.43 | 336.11 | +0.22% | |
Meta Platforms | US30303M1027 | 1.38 | 481.73 | +0.14% | |
Alphabet C | US02079K1079 | 1.36 | 157.95 | +1.43% | |
Eli Lilly | US5324571083 | 1.30 | 731.33 | +0.69% | |
JPMorgan | US46625H1005 | 1.16 | 189.41 | +1.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.27B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 100.58B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 82.63B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 80.73B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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