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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 3.21 | 0.29 |
Stocks | 96.52 | 96.52 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.97 | 22.89 |
Price to Book | 5.01 | 4.56 |
Price to Sales | 3.22 | 3.50 |
Price to Cash Flow | 16.17 | 16.35 |
Dividend Yield | 0.75 | 1.18 |
5 Years Earnings Growth | 20.68 | 15.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 40.05 | 28.60 |
Healthcare | 18.63 | 15.09 |
Consumer Cyclical | 11.22 | 12.52 |
Communication Services | 9.02 | 10.57 |
Financial Services | 8.99 | 13.01 |
Industrials | 8.09 | 11.78 |
Energy | 1.57 | 2.89 |
Consumer Defensive | 1.34 | 4.33 |
Basic Materials | 0.82 | 3.11 |
Real Estate | 0.14 | 1.58 |
Utilities | 0.12 | 1.30 |
Number of long holdings: 215
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.18 | 240.31 | +1.21% | |
Microsoft | US5949181045 | 5.01 | 428.50 | -0.12% | |
Amazon.com | US0231351067 | 3.88 | 230.71 | +2.11% | |
Meta Platforms | US30303M1027 | 3.30 | 616.46 | +0.60% | |
NVIDIA | US67066G1040 | 2.68 | 140.83 | +2.27% | |
Taiwan Semicon | TW0002330008 | 2.48 | 1,135.00 | +1.34% | |
UnitedHealth | US91324P1021 | 2.23 | 524.99 | +2.99% | |
SK Hynix Inc | KR7000660001 | 2.09 | 225,500 | +3.44% | |
Eli Lilly | US5324571083 | 2.07 | 742.35 | +2.29% | |
MercadoLibre | US58733R1023 | 2.01 | 1,834.51 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.51B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.72B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.02B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 90.15B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
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