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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.07 | 4.15 | 0.08 |
Stocks | 95.49 | 95.49 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.34 | 0.34 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.35 | 28.08 |
Price to Book | 4.79 | 6.67 |
Price to Sales | 2.78 | 4.19 |
Price to Cash Flow | 13.83 | 18.58 |
Dividend Yield | 0.88 | 0.71 |
5 Years Earnings Growth | 13.27 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.33 | 38.73 |
Consumer Cyclical | 16.77 | 14.15 |
Healthcare | 13.66 | 12.82 |
Communication Services | 12.50 | 11.08 |
Industrials | 11.29 | 7.23 |
Financial Services | 8.64 | 9.28 |
Energy | 3.40 | 1.83 |
Basic Materials | 2.42 | 1.90 |
Consumer Defensive | 2.26 | 3.80 |
Utilities | 0.65 | 1.03 |
Real Estate | 0.09 | 1.68 |
Number of long holdings: 357
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.13 | 420.99 | -0.49% | |
Meta Platforms | US30303M1027 | 4.58 | 473.15 | -1.74% | |
Broadcom | US11135F1012 | 3.50 | 1,412.13 | -1.67% | |
Amazon.com | US0231351067 | 3.08 | 183.60 | -1.29% | |
Tesla | US88160R1014 | 2.21 | 174.87 | +0.51% | |
Alphabet C | US02079K1079 | 1.88 | 175.42 | +0.89% | |
UnitedHealth | US91324P1021 | 1.85 | 521.27 | +0.72% | |
Netflix | US64110L1061 | 1.75 | 610.52 | -0.49% | |
Eli Lilly | US5324571083 | 1.72 | 771.12 | -2.02% | |
NVIDIA | US67066G1040 | 1.68 | 943.46 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.95B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.4B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.06B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.22B | 4.97 | 8.68 | 10.82 |
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