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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.07 | 8.58 | 3.51 |
Stocks | 62.76 | 62.76 | 0.00 |
Bonds | 28.97 | 28.97 | 0.00 |
Other | 3.19 | 3.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.68 | 18.13 |
Price to Book | 3.58 | 3.07 |
Price to Sales | 2.29 | 2.06 |
Price to Cash Flow | 12.20 | 11.91 |
Dividend Yield | 2.01 | 2.02 |
5 Years Earnings Growth | 10.51 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 22.90 |
Healthcare | 14.65 | 13.34 |
Industrials | 11.21 | 10.84 |
Financial Services | 11.20 | 14.99 |
Communication Services | 9.23 | 7.23 |
Consumer Defensive | 8.96 | 6.29 |
Consumer Cyclical | 7.34 | 10.05 |
Energy | 6.40 | 5.52 |
Basic Materials | 3.80 | 3.51 |
Utilities | 2.41 | 3.08 |
Real Estate | 1.76 | 3.52 |
Number of long holdings: 2,617
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.60 | 430.81 | +0.69% | |
Broadcom | US11135F1012 | 4.39 | 1,460.99 | +1.42% | |
Cap Grp Cent Fd Ser Ii | - | 3.19 | - | - | |
UnitedHealth | US91324P1021 | 2.05 | 496.63 | +0.33% | |
Philip Morris | US7181721090 | 1.78 | 103.79 | +0.11% | |
Home Depot | US4370761029 | 1.43 | 335.64 | +0.93% | |
Meta Platforms | US30303M1027 | 1.38 | 505.85 | +0.65% | |
Alphabet C | US02079K1079 | 1.36 | 177.62 | +0.56% | |
Eli Lilly | US5324571083 | 1.30 | 869.45 | +0.51% | |
JPMorgan | US46625H1005 | 1.16 | 194.67 | -2.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.57B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 104.1B | 5.79 | 4.12 | 7.77 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 87.22B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 |
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