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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.600 | 3.760 | 0.160 |
Stocks | 96.030 | 96.030 | 0.000 |
Preferred | 0.320 | 0.320 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.637 | 28.357 |
Price to Book | 5.563 | 7.192 |
Price to Sales | 3.306 | 4.722 |
Price to Cash Flow | 15.196 | 19.385 |
Dividend Yield | 0.791 | 0.708 |
5 Years Earnings Growth | 18.412 | 17.006 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.830 | 41.084 |
Consumer Cyclical | 15.140 | 13.669 |
Communication Services | 14.740 | 13.039 |
Healthcare | 14.230 | 12.227 |
Industrials | 11.000 | 6.095 |
Financial Services | 8.350 | 7.701 |
Energy | 2.340 | 0.936 |
Basic Materials | 2.090 | 1.739 |
Consumer Defensive | 1.890 | 2.926 |
Utilities | 1.260 | 0.444 |
Real Estate | 0.120 | 1.560 |
Number of long holdings: 317
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.89 | 599.85 | +2.49% | |
Microsoft | US5949181045 | 5.86 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 3.67 | 225.06 | +0.06% | |
Broadcom | US11135F1012 | 3.38 | 232.35 | +5.52% | |
NVIDIA | US67066G1040 | 3.31 | 139.67 | +3.69% | |
Apple | US0378331005 | 2.38 | 255.27 | +0.31% | |
Eli Lilly | US5324571083 | 2.24 | 796.28 | +3.71% | |
Tesla | US88160R1014 | 2.10 | 430.60 | +2.27% | |
Netflix | US64110L1061 | 2.01 | 911.45 | +0.26% | |
Alphabet A | US02079K3059 | 1.97 | 194.63 | +1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.98B | 30.62 | 7.78 | 13.76 | ||
American Funds American Balanced A | 110.38B | 16.59 | 6.58 | 8.25 | ||
American Funds Invmt Co of Amer A | 94.44B | 26.66 | 13.02 | 11.75 | ||
American Funds Washington Mutual A | 88.02B | 22.14 | 11.82 | 11.62 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 23.14 | 5.81 | 10.97 |
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