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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 7.49 | 7.47 |
Stocks | 99.98 | 99.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.22 | 20.46 |
Price to Book | 4.00 | 3.87 |
Price to Sales | 2.57 | 2.61 |
Price to Cash Flow | 14.48 | 14.15 |
Dividend Yield | 1.49 | 1.58 |
5 Years Earnings Growth | 12.06 | 12.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.66 | 28.25 |
Healthcare | 12.72 | 13.01 |
Financial Services | 12.60 | 16.73 |
Consumer Cyclical | 10.75 | 10.02 |
Communication Services | 8.85 | 8.12 |
Industrials | 8.20 | 8.57 |
Consumer Defensive | 5.97 | 5.69 |
Energy | 3.72 | 3.51 |
Real Estate | 2.30 | 2.41 |
Utilities | 2.14 | 2.40 |
Basic Materials | 2.07 | 2.81 |
Number of long holdings: 529
Number of short holdings: 33
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.98 | 408.46 | -0.47% | |
Apple | US0378331005 | 6.11 | 222.07 | -0.38% | |
NVIDIA | US67066G1040 | 4.43 | 136.05 | +0.48% | |
Amazon.com | US0231351067 | 3.63 | 195.78 | -1.09% | |
Meta Platforms | US30303M1027 | 2.47 | 560.68 | -1.14% | |
E-mini S&P 500 Future Mar 24 | - | 2.02 | - | - | |
Alphabet A | US02079K3059 | 1.86 | 169.24 | -1.20% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 442.29 | -2.18% | |
Alphabet C | US02079K1079 | 1.58 | 170.70 | -1.13% | |
Eli Lilly | US5324571083 | 1.39 | 806.14 | -1.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC American Index Fund Accumulati | 15.25B | 14.92 | 11.03 | 15.02 | ||
HSBC American Index Fund Income C | 15.25B | 14.91 | 11.02 | 15.01 | ||
HSBC American Index Fund Retail Acc | 15.25B | 7.05 | 14.75 | 15.32 | ||
HSFund Institutional Accumulation | 15.25B | 7.07 | 14.89 | 15.50 | ||
Balanced Portfolio C Accumulation | 5.08B | 8.51 | 3.67 | 6.30 |
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