Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.60 | 3.76 | 0.16 |
Stocks | 96.03 | 96.03 | 0.00 |
Preferred | 0.32 | 0.32 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.64 | 28.14 |
Price to Book | 5.56 | 7.34 |
Price to Sales | 3.31 | 4.79 |
Price to Cash Flow | 15.20 | 19.31 |
Dividend Yield | 0.79 | 0.68 |
5 Years Earnings Growth | 18.41 | 15.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.83 | 40.62 |
Consumer Cyclical | 15.14 | 13.98 |
Communication Services | 14.74 | 11.94 |
Healthcare | 14.23 | 11.12 |
Industrials | 11.00 | 7.14 |
Financial Services | 8.35 | 9.38 |
Energy | 2.34 | 1.40 |
Basic Materials | 2.09 | 1.70 |
Consumer Defensive | 1.89 | 3.46 |
Utilities | 1.26 | 1.16 |
Real Estate | 0.12 | 1.45 |
Number of long holdings: 317
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.89 | 612.77 | +0.24% | |
Microsoft | US5949181045 | 5.86 | 429.03 | +1.05% | |
Amazon.com | US0231351067 | 3.67 | 225.94 | +2.39% | |
Broadcom | US11135F1012 | 3.38 | 237.44 | +3.50% | |
NVIDIA | US67066G1040 | 3.31 | 137.71 | +3.10% | |
Apple | US0378331005 | 2.38 | 229.98 | +0.75% | |
Eli Lilly | US5324571083 | 2.24 | 725.72 | -4.21% | |
Tesla | US88160R1014 | 2.10 | 426.50 | +3.06% | |
Netflix | US64110L1061 | 2.01 | 858.10 | +1.87% | |
Alphabet A | US02079K3059 | 1.97 | 196.00 | +1.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.72B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 94.95B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.08B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
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