Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Stocks | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.16 | 19.70 |
Price to Book | 4.51 | 3.71 |
Price to Sales | 2.86 | 2.37 |
Price to Cash Flow | 15.79 | 13.61 |
Dividend Yield | 1.31 | 1.61 |
5 Years Earnings Growth | 12.51 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.97 | 26.50 |
Healthcare | 13.81 | 13.70 |
Financial Services | 12.87 | 14.24 |
Consumer Cyclical | 11.85 | 10.25 |
Communication Services | 11.16 | 8.19 |
Consumer Defensive | 5.60 | 6.51 |
Industrials | 5.25 | 10.18 |
Real Estate | 2.50 | 2.36 |
Basic Materials | 1.93 | 2.75 |
Utilities | 0.07 | 2.42 |
Number of long holdings: 460
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.98 | 430.32 | +0.04% | |
Apple | US0378331005 | 6.84 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 5.65 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 4.34 | 182.15 | +0.77% | |
Alphabet A | US02079K3059 | 2.66 | 176.40 | +0.81% | |
Meta Platforms | US30303M1027 | 2.62 | 479.92 | +0.36% | |
Alphabet C | US02079K1079 | 2.27 | 178.02 | +0.96% | |
Eli Lilly | US5324571083 | 1.82 | 807.85 | +0.05% | |
Broadcom | US11135F1012 | 1.54 | 1,412.45 | +0.33% | |
JPMorgan | US46625H1005 | 1.52 | 199.50 | -0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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