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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 | 18.57 |
Price to Book | 3.58 | 3.12 |
Price to Sales | 2.29 | 2.14 |
Price to Cash Flow | 12.20 | 12.08 |
Dividend Yield | 2.01 | 2.02 |
5 Years Earnings Growth | 10.51 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 23.57 |
Healthcare | 14.65 | 13.28 |
Industrials | 11.21 | 10.48 |
Financial Services | 11.20 | 14.93 |
Communication Services | 9.23 | 7.30 |
Consumer Defensive | 8.96 | 6.20 |
Consumer Cyclical | 7.34 | 9.84 |
Energy | 6.40 | 5.43 |
Basic Materials | 3.80 | 3.50 |
Utilities | 2.41 | 3.12 |
Real Estate | 1.76 | 4.28 |
Number of long holdings: 2,617
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.60 | 431.31 | -0.19% | |
Broadcom | US11135F1012 | 4.39 | 178.09 | +1.46% | |
Cap Grp Cent Fd Ser Ii | - | 3.19 | - | - | |
UnitedHealth | US91324P1021 | 2.05 | 574.81 | -0.26% | |
Philip Morris | US7181721090 | 1.78 | 120.85 | +0.42% | |
Home Depot | US4370761029 | 1.43 | 396.70 | -0.06% | |
Meta Platforms | US30303M1027 | 1.38 | 567.84 | -0.08% | |
Alphabet C | US02079K1079 | 1.36 | 163.83 | +0.52% | |
Eli Lilly | US5324571083 | 1.30 | 909.32 | -1.65% | |
JPMorgan | US46625H1005 | 1.16 | 209.78 | -0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.38B | 19.33 | 5.25 | 12.91 | ||
American Funds American Balanced A | 110.78B | 12.61 | 5.18 | 8.14 | ||
American Funds Invmt Co of Amer A | 92.99B | 19.30 | 10.78 | 11.43 | ||
American Funds Washington Mutual A | 88.97B | 17.23 | 10.62 | 11.47 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 16.34 | 4.04 | 10.52 |
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