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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.740 | 8.820 | 1.080 |
Stocks | 61.920 | 61.920 | 0.000 |
Bonds | 27.300 | 27.300 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 2.970 | 2.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.559 | 17.418 |
Price to Book | 3.842 | 2.818 |
Price to Sales | 2.556 | 1.972 |
Price to Cash Flow | 13.733 | 11.484 |
Dividend Yield | 1.844 | 2.177 |
5 Years Earnings Growth | 12.061 | 11.137 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.430 | 21.675 |
Healthcare | 14.290 | 13.739 |
Financial Services | 11.500 | 15.295 |
Industrials | 11.060 | 10.945 |
Communication Services | 9.740 | 6.803 |
Consumer Defensive | 8.510 | 6.919 |
Consumer Cyclical | 7.340 | 9.566 |
Energy | 6.030 | 5.401 |
Basic Materials | 3.000 | 3.541 |
Utilities | 2.370 | 2.737 |
Real Estate | 1.730 | 3.377 |
Number of long holdings: 2,756
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.55 | - | - | |
Broadcom Inc | - | 4.43 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 2.97 | - | - | |
Meta Platforms Inc Class A | - | 1.70 | - | - | |
UnitedHealth Group Inc | - | 1.67 | - | - | |
Philip Morris International Inc | - | 1.65 | - | - | |
Eli Lilly and Co | - | 1.53 | - | - | |
The Home Depot Inc | - | 1.39 | - | - | |
Alphabet Inc Class C | - | 1.39 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 1.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.81B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.29B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 86.08B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 83.12B | 4.97 | 8.68 | 10.82 |
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