Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 0.37 | 0.00 |
Stocks | 99.63 | 99.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.00 | 15.65 |
Price to Book | 1.91 | 1.94 |
Price to Sales | 1.37 | 1.30 |
Price to Cash Flow | 8.61 | 8.75 |
Dividend Yield | 1.39 | 1.46 |
5 Years Earnings Growth | 11.56 | 12.09 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.47 | 17.45 |
Industrials | 16.58 | 19.35 |
Healthcare | 16.38 | 12.02 |
Technology | 14.62 | 14.31 |
Consumer Cyclical | 9.69 | 12.19 |
Real Estate | 7.14 | 6.88 |
Energy | 4.95 | 5.02 |
Basic Materials | 4.55 | 5.15 |
Consumer Defensive | 3.61 | 4.33 |
Utilities | 2.78 | 2.97 |
Communication Services | 2.24 | 2.38 |
Number of long holdings: 1,966
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
FTAI Aviation | KYG3730V1059 | 0.59 | 174.02 | +3.10% | |
Sprouts Farmers | US85208M1027 | 0.53 | 137.98 | -1.58% | |
E-Mini Russ 2000 Dec24 Xcme 20241220 | - | 0.40 | - | - | |
Insmed | US4576693075 | 0.40 | 65.25 | -0.72% | |
Vaxcyte | US92243G1085 | 0.39 | 81.08 | +0.02% | |
Applied Industrial Technologies | US03820C1053 | 0.36 | 244.80 | -1.66% | |
Fluor | US3434121022 | 0.33 | 48.23 | -2.21% | |
Rocket Lab USA | US7731221062 | 0.32 | 26.920 | -1.61% | |
Carpenter Technology | US1442851036 | 0.32 | 185.96 | +1.15% | |
Mueller Industries | US6247561029 | 0.31 | 78.21 | -1.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 108.96B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 27.03B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 17.87B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 9.65B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.41B | 16.78 | 8.72 | 11.29 |
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