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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 | 17.191 |
Price to Book | 2.563 | 2.899 |
Price to Sales | 1.726 | 1.969 |
Price to Cash Flow | 10.899 | 10.954 |
Dividend Yield | 2.234 | 2.229 |
5 Years Earnings Growth | 11.037 | 11.313 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 19.927 |
Financial Services | 14.170 | 16.045 |
Healthcare | 13.030 | 13.025 |
Consumer Cyclical | 10.970 | 11.576 |
Industrials | 10.810 | 10.845 |
Communication Services | 7.480 | 7.734 |
Consumer Defensive | 7.080 | 9.878 |
Energy | 4.950 | 5.715 |
Basic Materials | 3.390 | 5.754 |
Utilities | 2.560 | 2.345 |
Real Estate | 2.330 | 2.084 |
Number of long holdings: 1,458
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.06 | 222.73 | -0.42% | |
Microsoft | US5949181045 | 4.19 | 442.31 | -0.99% | |
Amazon.com | US0231351067 | 2.20 | 233.34 | -0.88% | |
NVIDIA | US67066G1040 | 2.02 | 142.42 | -3.26% | |
Alphabet A | US02079K3059 | 1.46 | 200.39 | +1.22% | |
Tesla | US88160R1014 | 1.34 | 408.31 | -0.99% | |
Alphabet C | US02079K1079 | 1.31 | 202.17 | +1.30% | |
Meta Platforms | US30303M1027 | 1.25 | 645.74 | +1.46% | |
Exxon Mobil | US30231G1022 | 0.89 | 108.91 | -1.13% | |
UnitedHealth | US91324P1021 | 0.88 | 533.26 | +0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Inde | 42.33B | 31.14 | 12.29 | 13.24 | ||
AU60VAN00022 | 38.57B | 11.30 | 6.95 | 8.40 | ||
Vanguard Growth Index Fund AU | 12.16B | 13.97 | 5.02 | 7.62 | ||
Vanguard High Growth Index Fund | 11B | 17.66 | 7.15 | 9.33 | ||
Vanguard Balanced Index Fund | 8.64B | 10.35 | 2.87 | 5.87 |
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