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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.61 | 2.63 | 0.02 |
Stocks | 97.29 | 97.29 | 0.00 |
Other | 0.09 | 0.10 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.66 | 23.07 |
Price to Book | 3.75 | 4.56 |
Price to Sales | 2.89 | 3.50 |
Price to Cash Flow | 14.71 | 15.98 |
Dividend Yield | 1.56 | 1.19 |
5 Years Earnings Growth | 11.86 | 13.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.89 | 29.01 |
Healthcare | 14.20 | 14.01 |
Consumer Cyclical | 14.14 | 12.99 |
Industrials | 13.73 | 11.39 |
Financial Services | 11.54 | 13.41 |
Communication Services | 11.19 | 10.98 |
Consumer Defensive | 4.57 | 4.31 |
Basic Materials | 3.19 | 2.69 |
Energy | 2.39 | 2.56 |
Utilities | 0.75 | 1.55 |
Real Estate | 0.42 | 1.57 |
Number of long holdings: 266
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.76 | 593.89 | -4.14% | |
Broadcom | US11135F1012 | 3.50 | 192.11 | -1.09% | |
Microsoft | US5949181045 | 3.37 | 379.84 | -0.89% | |
Taiwan Semicon | TW0002330008 | 3.30 | 988.00 | +1.75% | |
Tesla | US88160R1014 | 3.18 | 240.47 | -3.07% | |
NVIDIA | US67066G1040 | 2.36 | 116.68 | +0.81% | |
Novo Nordisk B | DK0062498333 | 1.90 | 525.0 | +3.43% | |
Netflix | US64110L1061 | 1.59 | 900.64 | -2.07% | |
Amazon.com | US0231351067 | 1.49 | 193.86 | -2.53% | |
Eli Lilly | US5324571083 | 1.37 | 804.98 | -2.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.14B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 108.39B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 89.74B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 85.82B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 77.45B | 5.45 | 6.51 | 7.01 |
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