Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.550 | 5.550 | 0.000 |
Stocks | 94.430 | 94.430 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.103 | 15.535 |
Price to Book | 3.622 | 2.510 |
Price to Sales | 2.981 | 1.731 |
Price to Cash Flow | 15.011 | 10.736 |
Dividend Yield | 2.228 | 2.476 |
5 Years Earnings Growth | 11.084 | 9.339 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.540 | 12.701 |
Healthcare | 16.450 | 15.351 |
Industrials | 14.720 | 11.831 |
Financial Services | 14.670 | 20.753 |
Consumer Defensive | 6.890 | 8.403 |
Utilities | 6.570 | 5.411 |
Consumer Cyclical | 5.030 | 6.736 |
Energy | 4.460 | 7.649 |
Communication Services | 3.080 | 5.525 |
Real Estate | 2.820 | 3.588 |
Basic Materials | 2.760 | 3.639 |
Number of long holdings: 176
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.82 | 422.37 | -1.28% | |
Apple | US0378331005 | 4.10 | 242.21 | -1.14% | |
AbbVie | US00287Y1091 | 3.63 | 179.53 | -0.32% | |
Rtx Corp | US75513E1010 | 3.49 | 114.80 | +0.61% | |
GE Aerospace | US3696043013 | 2.78 | 172.31 | -0.08% | |
UnitedHealth | US91324P1021 | 2.38 | 514.25 | +0.11% | |
Broadcom | US11135F1012 | 2.09 | 228.64 | -3.29% | |
JPMorgan | US46625H1005 | 1.91 | 243.17 | +0.96% | |
Meta Platforms | US30303M1027 | 1.71 | 617.89 | -1.95% | |
Accenture | IE00B4BNMY34 | 1.62 | 356.39 | +1.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.91B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.94B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 93.75B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 87.28B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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