
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.33 | 1.37 | 0.04 |
Stocks | 98.67 | 98.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.74 | 20.34 |
Price to Book | 3.70 | 3.96 |
Price to Sales | 2.17 | 2.62 |
Price to Cash Flow | 12.29 | 14.37 |
Dividend Yield | 1.38 | 1.54 |
5 Years Earnings Growth | 10.35 | 10.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.57 | 28.76 |
Healthcare | 27.90 | 12.17 |
Industrials | 14.30 | 9.57 |
Consumer Cyclical | 10.40 | 10.61 |
Financial Services | 7.63 | 14.50 |
Communication Services | 6.40 | 8.55 |
Energy | 2.06 | 3.80 |
Basic Materials | 1.04 | 2.35 |
Consumer Defensive | 0.69 | 6.08 |
Number of long holdings: 169
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 10.60 | 873.68 | +0.06% | |
Microsoft | US5949181045 | 3.38 | 408.21 | -1.90% | |
FedEx | US31428X1063 | 3.17 | 254.19 | -5.32% | |
Boston Scientific | US1011371077 | 3.03 | 104.49 | -0.83% | |
Amgen | US0311621009 | 2.91 | 303.01 | +1.71% | |
Tesla | US88160R1014 | 2.78 | 337.80 | -4.68% | |
KLA Corp | US4824801009 | 2.75 | 754.30 | -3.00% | |
Micron | US5951121038 | 2.68 | 98.84 | -4.21% | |
Alphabet A | US02079K3059 | 2.61 | 179.66 | -2.65% | |
Texas Instruments | US8825081040 | 2.59 | 202.00 | -0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
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