Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.12 | 0.00 |
Stocks | 99.88 | 99.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.03 | 15.41 |
Price to Book | 1.90 | 2.46 |
Price to Sales | 1.29 | 1.68 |
Price to Cash Flow | 8.63 | 10.44 |
Dividend Yield | 2.37 | 2.54 |
5 Years Earnings Growth | 8.43 | 9.65 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.86 | 20.25 |
Healthcare | 14.13 | 15.54 |
Energy | 13.08 | 7.94 |
Industrials | 10.65 | 11.72 |
Technology | 10.51 | 12.65 |
Basic Materials | 8.06 | 3.75 |
Communication Services | 7.80 | 5.42 |
Consumer Cyclical | 5.97 | 6.62 |
Consumer Defensive | 4.00 | 8.64 |
Real Estate | 0.63 | 3.78 |
Utilities | 0.29 | 5.34 |
Number of long holdings: 265
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.16 | 241.87 | +0.29% | |
Exxon Mobil | US30231G1022 | 4.58 | 120.56 | -0.75% | |
Berkshire Hathaway B | US0846707026 | 2.79 | 467.70 | -0.09% | |
Chevron | US1667641005 | 2.44 | 161.80 | +1.94% | |
Comcast | US20030N1019 | 1.93 | 43.48 | -0.98% | |
AT&T | US00206R1023 | 1.76 | 22.25 | -0.25% | |
Verizon | US92343V1044 | 1.56 | 40.87 | -0.67% | |
ConocoPhillips | US20825C1045 | 1.51 | 112.92 | +0.98% | |
Goldman Sachs | US38141G1040 | 1.46 | 588.61 | -0.94% | |
Bank of America | US0605051046 | 1.34 | 45.90 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SA US Core Market | 722.85M | 19.82 | 8.26 | 12.16 | ||
SA International Value | 535.55M | 8.11 | 6.25 | 4.73 | ||
SA US Small Company | 342.63M | 10.00 | 4.23 | 8.30 | ||
SA International Small Company | 247.65M | -0.65 | 0.89 | 3.59 | ||
SA Emerging Markets Value | 201.51M | 0.51 | 2.46 | 2.71 |
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