
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.10 | 1.10 | 0.00 |
Stocks | 98.90 | 98.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.85 | 20.56 |
Price to Book | 3.19 | 3.99 |
Price to Sales | 2.00 | 2.64 |
Price to Cash Flow | 12.08 | 14.28 |
Dividend Yield | 1.56 | 1.53 |
5 Years Earnings Growth | 10.04 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.90 | 28.34 |
Financial Services | 14.41 | 14.79 |
Healthcare | 11.60 | 12.28 |
Consumer Cyclical | 9.63 | 10.59 |
Communication Services | 8.79 | 8.66 |
Industrials | 8.38 | 9.55 |
Consumer Defensive | 6.60 | 6.09 |
Real Estate | 3.70 | 2.27 |
Energy | 3.66 | 3.81 |
Utilities | 2.28 | 2.71 |
Basic Materials | 2.05 | 2.35 |
Number of long holdings: 62
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.76 | 188.38 | -7.29% | |
Microsoft | US5949181045 | 6.29 | 359.84 | -3.56% | |
Amazon.com | US0231351067 | 4.78 | 171.00 | -4.15% | |
Meta Platforms | US30303M1027 | 4.28 | 504.73 | -5.06% | |
Broadcom | US11135F1012 | 3.18 | 146.29 | -5.01% | |
NVIDIA | US67066G1040 | 2.99 | 94.31 | -7.36% | |
AT&T | US00206R1023 | 2.09 | 26.64 | -6.85% | |
Welltower | US95040Q1040 | 1.95 | 143.29 | -6.00% | |
Visa A | US92826C8394 | 1.90 | 313.13 | -7.74% | |
Arthur J Gallagher | US3635761097 | 1.88 | 319.25 | -7.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Voya US Stock Index Port I | 3.17B | 1.38 | 12.23 | 12.67 | ||
VY T. Rowe Price Capital Apprec A | 1.9B | 1.70 | 7.40 | 9.81 | ||
VY T. Rowe Price Capital Apprec S | 1.82B | 1.77 | 7.78 | 10.19 | ||
VY T. Rowe Price Capital Apprec I | 1.75B | 1.84 | 8.06 | 10.47 | ||
Voya Retirement Growth Port A | 1.5B | 2.00 | 7.12 | 7.25 |
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