Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.63 | 4.63 | 0.00 |
Stocks | 95.30 | 95.30 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.74 | 24.21 |
Price to Book | 3.49 | 4.41 |
Price to Sales | 2.38 | 3.31 |
Price to Cash Flow | 14.07 | 16.15 |
Dividend Yield | 1.46 | 1.13 |
5 Years Earnings Growth | 12.65 | 13.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.78 | 28.22 |
Healthcare | 15.82 | 15.77 |
Industrials | 14.71 | 11.84 |
Consumer Cyclical | 11.45 | 12.41 |
Financial Services | 10.71 | 12.03 |
Communication Services | 10.16 | 9.57 |
Consumer Defensive | 5.44 | 4.81 |
Basic Materials | 4.63 | 3.46 |
Energy | 3.16 | 4.01 |
Utilities | 0.64 | 1.10 |
Real Estate | 0.51 | 1.82 |
Number of long holdings: 277
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.85 | - | - | |
Meta Platforms Inc Class A | - | 3.32 | - | - | |
Novo Nordisk B | DK0062498333 | 2.94 | 1,002.6 | -0.44% | |
Taiwan Semicon | TW0002330008 | 2.54 | 960.00 | 0.00% | |
Broadcom Inc | - | 2.39 | - | - | |
Eli Lilly and Co | - | 1.56 | - | - | |
AstraZeneca | GB0009895292 | 1.52 | 12,328.0 | -1.82% | |
NVIDIA Corp | - | 1.45 | - | - | |
Tesla | US88160R1014 | 1.37 | 195.88 | -0.25% | |
Netflix Inc | - | 1.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.45B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.7B | 8.34 | 8.88 | 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