Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 3.21 | 0.29 |
Stocks | 96.52 | 96.52 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.97 | 23.83 |
Price to Book | 5.01 | 4.49 |
Price to Sales | 3.22 | 3.43 |
Price to Cash Flow | 16.17 | 16.22 |
Dividend Yield | 0.75 | 1.18 |
5 Years Earnings Growth | 20.68 | 15.21 |
Name | Net % | Category Average |
---|---|---|
Technology | 40.05 | 28.89 |
Healthcare | 18.63 | 15.85 |
Consumer Cyclical | 11.22 | 12.26 |
Communication Services | 9.02 | 10.00 |
Financial Services | 8.99 | 12.32 |
Industrials | 8.09 | 11.58 |
Energy | 1.57 | 3.14 |
Consumer Defensive | 1.34 | 4.31 |
Basic Materials | 0.82 | 3.28 |
Real Estate | 0.14 | 1.71 |
Utilities | 0.12 | 1.18 |
Number of long holdings: 215
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.18 | 168.55 | -0.22% | |
Microsoft | US5949181045 | 5.01 | 408.46 | -0.47% | |
Amazon.com | US0231351067 | 3.88 | 195.78 | -1.09% | |
Meta Platforms | US30303M1027 | 3.30 | 560.68 | -1.14% | |
NVIDIA | US67066G1040 | 2.68 | 136.05 | +0.48% | |
Taiwan Semicon | TW0002330008 | 2.48 | 1,040.00 | +1.46% | |
UnitedHealth | US91324P1021 | 2.23 | 557.77 | -1.72% | |
SK Hynix Inc | KR7000660001 | 2.09 | 194,000 | +6.48% | |
Eli Lilly | US5324571083 | 2.07 | 806.14 | -1.56% | |
MercadoLibre | US58733R1023 | 2.01 | 2,063.70 | +0.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 146.85B | 22.91 | 7.56 | 13.48 | ||
American Funds American Balanced A | 109.12B | 14.57 | 6.92 | 8.44 | ||
American Funds Invmt Co of Amer A | 92.16B | 22.22 | 13.09 | 11.86 | ||
American Funds Washington Mutual A | 87.4B | 18.96 | 12.61 | 11.73 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 18.82 | 6.02 | 11.01 |
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