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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.07 | 4.15 | 0.08 |
Stocks | 95.49 | 95.49 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.34 | 0.34 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.35 | 26.96 |
Price to Book | 4.79 | 6.48 |
Price to Sales | 2.78 | 3.98 |
Price to Cash Flow | 13.83 | 18.28 |
Dividend Yield | 0.88 | 0.74 |
5 Years Earnings Growth | 13.27 | 14.13 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.33 | 38.50 |
Consumer Cyclical | 16.77 | 14.29 |
Healthcare | 13.66 | 13.03 |
Communication Services | 12.50 | 10.84 |
Industrials | 11.29 | 7.02 |
Financial Services | 8.64 | 9.41 |
Energy | 3.40 | 1.98 |
Basic Materials | 2.42 | 1.85 |
Consumer Defensive | 2.26 | 3.90 |
Utilities | 0.65 | 1.03 |
Real Estate | 0.09 | 1.75 |
Number of long holdings: 357
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.13 | 421.59 | +0.04% | |
Meta Platforms | US30303M1027 | 4.58 | 490.09 | -0.76% | |
Broadcom | US11135F1012 | 3.50 | 1,319.34 | +0.05% | |
Amazon.com | US0231351067 | 3.08 | 180.93 | +0.61% | |
Tesla | US88160R1014 | 2.21 | 176.81 | -1.68% | |
Alphabet C | US02079K1079 | 1.88 | 151.72 | -0.14% | |
UnitedHealth | US91324P1021 | 1.85 | 490.42 | -0.54% | |
Netflix | US64110L1061 | 1.75 | 603.95 | -1.56% | |
Eli Lilly | US5324571083 | 1.72 | 792.18 | +1.80% | |
NVIDIA | US67066G1040 | 1.68 | 907.94 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.14B | 3.31 | 5.92 | 7.83 | ||
American Funds Invmt Co of Amer A | 86.28B | 6.71 | 12.25 | 11.15 | ||
American Funds Washington Mutual A | 84.24B | 5.52 | 12.23 | 11.13 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 7.98 | 6.60 | 10.37 | ||
American Funds Income Fund of Amer | 76.43B | 0.64 | 5.17 | 6.36 |
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