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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.820 | 8.980 | 5.160 |
Stocks | 66.710 | 66.710 | 0.000 |
Bonds | 23.920 | 23.920 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 5.410 | 5.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.484 | 18.133 |
Price to Book | 3.820 | 3.072 |
Price to Sales | 2.682 | 2.063 |
Price to Cash Flow | 14.391 | 11.911 |
Dividend Yield | 1.685 | 2.016 |
5 Years Earnings Growth | 12.777 | 11.280 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.490 | 22.901 |
Healthcare | 15.190 | 13.336 |
Financial Services | 13.140 | 14.995 |
Industrials | 11.220 | 10.842 |
Consumer Cyclical | 10.810 | 10.047 |
Communication Services | 9.210 | 7.229 |
Consumer Defensive | 5.720 | 6.293 |
Energy | 5.520 | 5.523 |
Basic Materials | 4.600 | 3.512 |
Real Estate | 0.800 | 3.517 |
Utilities | 0.300 | 3.081 |
Number of long holdings: 1,490
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 5.49 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 5.41 | - | - | |
Microsoft Corp | - | 4.12 | - | - | |
Meta Platforms Inc Class A | - | 2.73 | - | - | |
The Home Depot Inc | - | 2.30 | - | - | |
Eli Lilly and Co | - | 2.06 | - | - | |
Canadian Natural Resources Ltd | - | 1.98 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 1.83 | - | - | |
UnitedHealth Group Inc | - | 1.82 | - | - | |
Alphabet Inc Class C | - | 1.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.69B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 103.95B | 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 | 86.82B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 |
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