Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 0.17 | 0.00 |
Stocks | 99.83 | 99.83 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.60 | 19.65 |
Price to Book | 5.65 | 3.70 |
Price to Sales | 3.74 | 2.36 |
Price to Cash Flow | 16.89 | 13.57 |
Dividend Yield | 1.22 | 1.61 |
5 Years Earnings Growth | 12.83 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.69 | 26.48 |
Healthcare | 13.85 | 13.69 |
Consumer Cyclical | 12.18 | 10.25 |
Communication Services | 10.75 | 8.20 |
Financial Services | 10.30 | 14.24 |
Industrials | 6.82 | 10.19 |
Consumer Defensive | 6.51 | 6.53 |
Energy | 4.67 | 4.46 |
Utilities | 1.46 | 2.44 |
Real Estate | 0.97 | 2.35 |
Basic Materials | 0.79 | 2.75 |
Number of long holdings: 54
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.98 | - | - | |
Alphabet Inc Class A | - | 6.71 | - | - | |
Amazon.com Inc | - | 5.14 | - | - | |
Apple Inc | - | 4.80 | - | - | |
Meta Platforms Inc Class A | - | 4.02 | - | - | |
NVIDIA Corp | - | 3.79 | - | - | |
Fidelity National Information Services Inc | - | 3.38 | - | - | |
Exxon Mobil Corp | - | 3.17 | - | - | |
Broadcom Inc | - | 2.89 | - | - | |
PayPal Holdings Inc | - | 2.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.4B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.35B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.1B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.7B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.62B | 4.33 | 8.35 | 10.98 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review