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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.210 | 19.240 | 0.030 |
Stocks | 80.800 | 80.810 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.628 | 17.704 |
Price to Book | 3.910 | 2.842 |
Price to Sales | 2.802 | 2.000 |
Price to Cash Flow | 14.330 | 11.585 |
Dividend Yield | 1.303 | 2.107 |
5 Years Earnings Growth | 10.944 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.560 | 22.026 |
Healthcare | 14.010 | 14.371 |
Financial Services | 11.680 | 15.447 |
Consumer Cyclical | 10.220 | 10.760 |
Communication Services | 9.410 | 7.227 |
Consumer Defensive | 7.010 | 8.415 |
Industrials | 6.490 | 12.071 |
Energy | 3.990 | 4.010 |
Basic Materials | 2.320 | 4.361 |
Utilities | 1.390 | 2.548 |
Real Estate | 0.910 | 2.819 |
Number of long holdings: 69
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.46 | 406.66 | +2.22% | |
Alphabet C | US02079K1079 | 4.10 | 169.01 | +0.33% | |
Amazon.com | US0231351067 | 3.87 | 186.24 | +0.82% | |
NVIDIA | US67066G1040 | 3.28 | 887.83 | +3.46% | |
SPDR S&P 500 | US78462F1030 | 2.94 | 511.31 | +1.24% | |
Mastercard | US57636Q1040 | 2.80 | 443.61 | +0.57% | |
Meta Platforms | US30303M1027 | 2.60 | 452.05 | +2.35% | |
Vanguard Health Care | US92204A5048 | 2.26 | 258.05 | +0.35% | |
Health Care Select Sector SPDR | US81369Y2090 | 2.25 | 140.81 | +0.23% | |
Apple | US0378331005 | 2.05 | 183.36 | +5.97% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst 80/20 | 528.23M | 2.94 | 3.98 | 3.85 | ||
Analyst Technology | 432.4M | 13.45 | 10.75 | 13.97 | ||
Analyst Investments | 274.92M | 8.72 | 8.18 | 8.30 | ||
Analyst Equity | 215.23M | 7.96 | 6.85 | 7.83 | ||
Analyst Diversified | 199.06M | 8.88 | 8.73 | 7.57 |
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