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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.940 | 0.010 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.947 | 16.405 |
Price to Book | 2.563 | 2.596 |
Price to Sales | 1.726 | 1.747 |
Price to Cash Flow | 10.899 | 10.014 |
Dividend Yield | 2.234 | 2.407 |
5 Years Earnings Growth | 11.037 | 10.789 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 18.665 |
Financial Services | 14.170 | 16.312 |
Healthcare | 13.030 | 12.557 |
Consumer Cyclical | 10.970 | 12.079 |
Industrials | 10.810 | 11.574 |
Communication Services | 7.480 | 7.138 |
Consumer Defensive | 7.080 | 10.208 |
Energy | 4.950 | 6.027 |
Basic Materials | 3.390 | 5.779 |
Utilities | 2.560 | 2.296 |
Real Estate | 2.330 | 1.937 |
Number of long holdings: 1,458
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.06 | 183.36 | +5.97% | |
Microsoft | US5949181045 | 4.19 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 2.20 | 186.24 | +0.82% | |
NVIDIA | US67066G1040 | 2.02 | 887.83 | +3.46% | |
Alphabet A | US02079K3059 | 1.46 | 167.21 | +0.35% | |
Tesla | US88160R1014 | 1.34 | 181.14 | +0.63% | |
Alphabet C | US02079K1079 | 1.31 | 169.01 | +0.33% | |
Meta Platforms | US30303M1027 | 1.25 | 452.05 | +2.35% | |
Exxon Mobil | US30231G1022 | 0.89 | 116.02 | -0.19% | |
UnitedHealth | US91324P1021 | 0.88 | 492.66 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Inde | 36.96B | 13.98 | 14.48 | 13.52 | ||
AU60VAN00022 | 35.81B | 5.41 | 9.36 | 8.15 | ||
Vanguard Growth Index Fund AU | 11.05B | 6.23 | 6.10 | 7.88 | ||
Vanguard High Growth Index Fund | 9.44B | 8.09 | 8.70 | 9.51 | ||
Vanguard Balanced Index Fund | 8.21B | 4.36 | 3.50 | 6.22 |
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