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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.07 | 8.58 | 3.51 |
Stocks | 62.76 | 62.76 | 0.00 |
Bonds | 28.97 | 28.97 | 0.00 |
Other | 3.19 | 3.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.68 | 18.16 |
Price to Book | 3.58 | 3.08 |
Price to Sales | 2.29 | 2.07 |
Price to Cash Flow | 12.20 | 11.94 |
Dividend Yield | 2.01 | 2.01 |
5 Years Earnings Growth | 10.51 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 22.94 |
Healthcare | 14.65 | 13.34 |
Industrials | 11.21 | 10.85 |
Financial Services | 11.20 | 15.00 |
Communication Services | 9.23 | 7.22 |
Consumer Defensive | 8.96 | 6.30 |
Consumer Cyclical | 7.34 | 10.05 |
Energy | 6.40 | 5.49 |
Basic Materials | 3.80 | 3.51 |
Utilities | 2.41 | 3.05 |
Real Estate | 1.76 | 3.53 |
Number of long holdings: 2,617
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.60 | 430.32 | +0.04% | |
Broadcom | US11135F1012 | 4.39 | 1,412.45 | +0.33% | |
Cap Grp Cent Fd Ser Ii | - | 3.19 | - | - | |
UnitedHealth | US91324P1021 | 2.05 | 503.61 | -0.90% | |
Philip Morris | US7181721090 | 1.78 | 100.08 | +0.15% | |
Home Depot | US4370761029 | 1.43 | 328.71 | +1.11% | |
Meta Platforms | US30303M1027 | 1.38 | 479.92 | +0.36% | |
Alphabet C | US02079K1079 | 1.36 | 178.02 | +0.96% | |
Eli Lilly | US5324571083 | 1.30 | 807.85 | +0.05% | |
JPMorgan | US46625H1005 | 1.16 | 199.50 | -0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.87B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.75B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 86.71B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.35B | 4.97 | 8.68 | 10.82 |
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