Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.320 | 1.320 | 0.000 |
Stocks | 97.600 | 97.600 | 0.000 |
Preferred | 0.680 | 0.680 | 0.000 |
Other | 0.400 | 0.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.613 | 16.325 |
Price to Book | 8.761 | 2.741 |
Price to Sales | 5.048 | 2.104 |
Price to Cash Flow | 23.139 | 10.528 |
Dividend Yield | 0.444 | 2.802 |
5 Years Earnings Growth | 13.737 | 12.687 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.150 | 20.037 |
Consumer Cyclical | 12.430 | 12.496 |
Communication Services | 11.870 | 9.289 |
Healthcare | 11.040 | 12.780 |
Industrials | 8.250 | 13.844 |
Financial Services | 7.990 | 19.566 |
Consumer Defensive | 2.170 | 8.436 |
Basic Materials | 2.160 | 9.036 |
Utilities | 0.530 | 5.594 |
Real Estate | 0.420 | 4.433 |
Number of long holdings: 76
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.57 | 146.72 | +4.18% | |
Amazon.com | US0231351067 | 7.21 | 234.92 | +1.82% | |
Meta Platforms | US30303M1027 | 6.29 | 632.79 | +2.65% | |
Apple | US0378331005 | 5.70 | 221.93 | -0.32% | |
Microsoft | US5949181045 | 4.92 | 444.93 | +3.83% | |
Broadcom | US11135F1012 | 3.96 | 246.72 | +2.67% | |
Mastercard | US57636Q1040 | 2.95 | 529.20 | +0.22% | |
Axon Enterprise | US05464C1018 | 2.61 | 611.21 | +0.93% | |
ServiceNow Inc | US81762P1021 | 2.38 | 1,127.63 | +2.81% | |
Eli Lilly | US5324571083 | 2.29 | 756.41 | +1.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1803068979 | 358.73M | 23.57 | -0.87 | - | ||
LU0320765059 | 343.86M | 28.79 | 3.06 | 12.05 | ||
LU0320763518 | 8.07M | -24.36 | 0.69 | -0.59 | ||
Franklin Dvrsfd Dynamic AAcc SGDH1 | 30.21K | 12.93 | 6.13 | - | ||
LU0976567544 | 34.53K | 3.14 | -0.26 | -0.22 |
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