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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.070 | 1.070 | 0.000 |
Stocks | 98.930 | 98.930 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.636 | 15.281 |
Price to Book | 3.428 | 2.413 |
Price to Sales | 1.872 | 1.625 |
Price to Cash Flow | 11.231 | 10.117 |
Dividend Yield | 1.514 | 2.617 |
5 Years Earnings Growth | 10.542 | 9.605 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.840 | 12.437 |
Financial Services | 13.720 | 20.538 |
Healthcare | 13.410 | 15.248 |
Consumer Cyclical | 10.810 | 6.461 |
Communication Services | 10.410 | 5.463 |
Industrials | 6.560 | 11.921 |
Consumer Defensive | 6.050 | 8.471 |
Energy | 3.280 | 8.516 |
Real Estate | 3.030 | 3.567 |
Basic Materials | 2.750 | 3.937 |
Utilities | 2.150 | 5.046 |
Number of long holdings: 252
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.89 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 6.77 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 3.31 | 176.44 | -1.60% | |
NVIDIA | US67066G1040 | 3.25 | 1,096.33 | -0.82% | |
Alphabet C | US02079K1079 | 2.25 | 173.96 | +0.21% | |
Meta Platforms | US30303M1027 | 2.23 | 466.83 | +0.05% | |
Alphabet A | US02079K3059 | 2.16 | 172.50 | +0.23% | |
Berkshire Hathaway B | US0846707026 | 1.92 | 414.40 | +1.42% | |
JPMorgan | US46625H1005 | 1.91 | 202.63 | +1.66% | |
Broadcom | US11135F1012 | 1.59 | 1,328.55 | -2.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 8.03B | 5.96 | 7.81 | 12.15 | ||
LVIP SSgA SP 500 Index Fund Service | 2.33B | 5.87 | 7.54 | 11.87 | ||
LVIP American Growth Fund Service I | 1.94B | 6.68 | 4.57 | 14.77 | ||
Lincoln Variable Insurance Products | 1.14B | 0.75 | 1.79 | 6.57 | ||
LVIP MFS Value Fund Service Class | 1.06B | 4.60 | 5.25 | 8.64 |
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