
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.030 | 5.080 | 1.050 |
Stocks | 64.460 | 64.460 | 0.000 |
Bonds | 28.480 | 28.480 | 0.000 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.270 | 0.270 | 0.000 |
Other | 2.730 | 2.730 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.315 | 17.998 |
Price to Book | 3.876 | 2.987 |
Price to Sales | 2.559 | 2.127 |
Price to Cash Flow | 11.341 | 11.906 |
Dividend Yield | 1.811 | 2.112 |
5 Years Earnings Growth | 10.747 | 10.399 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.230 | 23.122 |
Financial Services | 13.570 | 16.098 |
Healthcare | 10.910 | 12.474 |
Communication Services | 10.580 | 7.196 |
Industrials | 10.140 | 10.713 |
Consumer Defensive | 7.850 | 6.328 |
Consumer Cyclical | 7.690 | 9.869 |
Energy | 4.610 | 4.721 |
Utilities | 2.930 | 2.981 |
Basic Materials | 2.770 | 3.194 |
Real Estate | 1.730 | 3.305 |
Number of long holdings: 3,731
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.01 | 190.09 | +3.06% | |
Microsoft | US5949181045 | 3.30 | 380.45 | +0.08% | |
Cap Grp Cent Fd Ser Ii | - | 2.73 | - | - | |
Taiwan Semiconductor | US8740391003 | 2.07 | 170.97 | +0.19% | |
Meta Platforms | US30303M1027 | 1.92 | 605.71 | +1.29% | |
Philip Morris | US7181721090 | 1.83 | 152.10 | +1.00% | |
Alphabet C | US02079K1079 | 1.79 | 165.98 | -1.09% | |
Amazon.com | US0231351067 | 1.78 | 196.59 | +1.05% | |
UnitedHealth | US91324P1021 | 1.49 | 486.04 | +1.21% | |
Apple | US0378331005 | 1.32 | 220.84 | -2.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 108.36B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 89.97B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 86.31B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 77.52B | 5.45 | 6.51 | 7.01 |
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