
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 0.51 | 0.14 |
Stocks | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.56 | 18.18 |
Price to Book | 3.42 | 3.08 |
Price to Sales | 2.34 | 2.24 |
Price to Cash Flow | 13.75 | 12.44 |
Dividend Yield | 1.77 | 2.02 |
5 Years Earnings Growth | 9.85 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.09 | 24.13 |
Financial Services | 14.29 | 16.32 |
Consumer Cyclical | 11.26 | 10.78 |
Healthcare | 10.54 | 12.99 |
Industrials | 9.70 | 11.42 |
Communication Services | 8.77 | 7.96 |
Consumer Defensive | 5.70 | 7.58 |
Energy | 2.83 | 3.47 |
Utilities | 2.58 | 2.57 |
Basic Materials | 2.18 | 3.92 |
Real Estate | 2.06 | 2.72 |
Number of long holdings: 917
Number of short holdings: 23
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.04 | 240.36 | -2.70% | |
NVIDIA | US67066G1040 | 5.34 | 131.28 | +3.67% | |
Microsoft | US5949181045 | 5.01 | 399.73 | +0.46% | |
Amazon.com | US0231351067 | 3.28 | 214.35 | +0.73% | |
Meta Platforms | US30303M1027 | 2.04 | 673.70 | +2.46% | |
Tesla | US88160R1014 | 1.84 | 290.80 | -3.96% | |
Alphabet A | US02079K3059 | 1.77 | 172.73 | -1.53% | |
Broadcom | US11135F1012 | 1.74 | 212.94 | +5.13% | |
Alphabet C | US02079K1079 | 1.45 | 174.70 | -1.51% | |
Berkshire Hathaway B | US0846707026 | 1.31 | 494.10 | -1.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.25B | 3.03 | 4.72 | 5.40 | ||
MyFolio Market III Retail Acc | 2.25B | 2.87 | 4.32 | 4.94 | ||
Standard Life Small Inst S Acc | 878.34M | 6.95 | 2.14 | 10.75 | ||
MyFolio Market V Inst Acc | 689.97M | 4.29 | 8.80 | 8.54 | ||
MyFolio Market V Retail Acc | 689.97M | 4.25 | 8.32 | 7.97 |
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