Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.16 | 0.00 |
Stocks | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.37 | 20.20 |
Price to Book | 5.14 | 3.96 |
Price to Sales | 3.34 | 2.61 |
Price to Cash Flow | 17.90 | 14.34 |
Dividend Yield | 1.19 | 1.54 |
5 Years Earnings Growth | 11.22 | 11.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.54 | 28.33 |
Financial Services | 13.53 | 14.26 |
Consumer Cyclical | 12.43 | 10.26 |
Healthcare | 11.80 | 12.75 |
Communication Services | 10.91 | 8.22 |
Consumer Defensive | 4.83 | 6.20 |
Industrials | 4.77 | 9.79 |
Real Estate | 2.59 | 2.36 |
Basic Materials | 1.45 | 2.50 |
Utilities | 0.15 | 2.83 |
Number of long holdings: 432
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.88 | 243.36 | -0.20% | |
NVIDIA | US67066G1040 | 7.39 | 144.47 | +4.45% | |
Microsoft | US5949181045 | 7.19 | 423.35 | +1.14% | |
Amazon.com | US0231351067 | 4.41 | 224.19 | +1.80% | |
Meta Platforms | US30303M1027 | 2.87 | 604.63 | +0.90% | |
Alphabet A | US02079K3059 | 2.27 | 191.79 | +1.25% | |
Tesla | US88160R1014 | 2.19 | 410.44 | +8.22% | |
Alphabet C | US02079K1079 | 1.92 | 193.13 | +1.31% | |
Broadcom | US11135F1012 | 1.68 | 232.55 | +0.25% | |
JPMorgan | US46625H1005 | 1.63 | 243.28 | +1.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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