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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 17.70 |
Price to Book | 2.68 | 2.84 |
Price to Sales | 1.83 | 2.00 |
Price to Cash Flow | 11.61 | 11.58 |
Dividend Yield | 2.03 | 2.11 |
5 Years Earnings Growth | 10.74 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.66 | 22.02 |
Financial Services | 15.01 | 15.44 |
Healthcare | 12.28 | 14.37 |
Consumer Cyclical | 10.55 | 10.76 |
Industrials | 10.47 | 12.08 |
Communication Services | 7.68 | 7.23 |
Consumer Defensive | 6.09 | 8.41 |
Energy | 3.87 | 4.02 |
Basic Materials | 3.54 | 4.36 |
Real Estate | 2.53 | 2.82 |
Utilities | 2.32 | 2.55 |
Number of long holdings: 2,016
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.96 | 389.33 | -3.21% | |
Apple | US0378331005 | 4.55 | 170.33 | -1.83% | |
NVIDIA | US67066G1040 | 2.45 | 864.02 | -1.54% | |
Amazon.com | US0231351067 | 2.34 | 175.00 | -3.29% | |
Meta Platforms | US30303M1027 | 1.45 | 430.17 | -0.57% | |
Alphabet A | US02079K3059 | 1.39 | 162.78 | -2.03% | |
Alphabet C | US02079K1079 | 1.20 | 164.64 | -1.94% | |
Eli Lilly | US5324571083 | 0.92 | 781.56 | +6.02% | |
Tesla | US88160R1014 | 0.87 | 183.40 | -5.49% | |
Broadcom | US11135F1012 | 0.85 | 1,300.27 | -2.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.86B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.86B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Inc | 14.66B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Acc | 14.66B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.91B | 6.40 | 12.13 | 12.73 |
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