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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.13 | 6.13 | 0.00 |
Stocks | 93.42 | 93.42 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.33 | 0.33 | 0.00 |
Other | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.11 | 29.31 |
Price to Book | 4.70 | 6.46 |
Price to Sales | 3.05 | 4.18 |
Price to Cash Flow | 11.67 | 18.47 |
Dividend Yield | 0.83 | 0.73 |
5 Years Earnings Growth | 16.60 | 15.71 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 25.08 | 16.15 |
Technology | 23.76 | 34.39 |
Communication Services | 13.21 | 12.34 |
Healthcare | 13.01 | 13.10 |
Financial Services | 8.41 | 9.92 |
Industrials | 7.25 | 6.94 |
Energy | 3.62 | 1.93 |
Consumer Defensive | 2.86 | 4.03 |
Basic Materials | 2.07 | 2.00 |
Utilities | 0.53 | 1.05 |
Real Estate | 0.20 | 1.96 |
Number of long holdings: 398
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tesla | US88160R1014 | 8.51 | 752.63 | +3.90% | |
Microsoft | US5949181045 | 5.84 | 265.58 | +1.56% | |
Amazon.com | US0231351067 | 4.82 | 2,253.86 | +1.70% | |
Meta Platforms | US30303M1027 | 3.07 | 202.07 | +1.02% | |
UnitedHealth | US91324P1021 | 2.87 | 491.16 | +0.40% | |
Alphabet C | US02079K1079 | 2.81 | 2,329.21 | +1.45% | |
Alphabet A | US02079K3059 | 2.04 | 2,319.62 | +1.34% | |
Broadcom | US11135F1012 | 2.00 | 605.36 | +3.89% | |
Netflix | US64110L1061 | 1.90 | 190.57 | +2.18% | |
Mastercard | US57636Q1040 | 1.19 | 336.03 | +1.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 106.03B | -21.43 | 11.90 | 13.58 | ||
American Funds American Balanced A | 95.5B | -9.33 | 7.99 | 9.12 | ||
VA CollegeAmerica 529 AMCAP 529A | 92.66B | -22.28 | 8.14 | 11.72 | ||
American Funds Income Fund of Amer | 79.82B | -4.74 | 8.30 | 8.32 | ||
American Funds Washington Mutual A | 72.22B | -7.89 | 11.94 | 12.41 |
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