
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.03 | 4.04 | 0.01 |
Stocks | 95.97 | 95.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.87 | 15.70 |
Price to Book | 2.37 | 2.50 |
Price to Sales | 1.72 | 1.71 |
Price to Cash Flow | 10.31 | 10.58 |
Dividend Yield | 2.00 | 2.51 |
5 Years Earnings Growth | 9.80 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.08 | 12.86 |
Financial Services | 18.75 | 21.43 |
Healthcare | 14.07 | 15.15 |
Industrials | 11.34 | 11.87 |
Consumer Cyclical | 9.10 | 6.80 |
Communication Services | 7.04 | 5.64 |
Energy | 5.59 | 7.55 |
Consumer Defensive | 4.96 | 8.18 |
Basic Materials | 2.47 | 3.43 |
Utilities | 2.32 | 5.22 |
Real Estate | 1.27 | 3.47 |
Number of long holdings: 188
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.80 | 354.56 | -0.92% | |
Amazon.com | US0231351067 | 3.59 | 170.66 | -2.62% | |
Apple | US0378331005 | 3.41 | 172.42 | -4.98% | |
Alphabet A | US02079K3059 | 1.95 | 144.70 | -1.40% | |
Taiwan Semiconductor | US8740391003 | 1.92 | 141.37 | -3.28% | |
Bank of America | US0605051046 | 1.83 | 35.03 | -1.55% | |
Meta Platforms | US30303M1027 | 1.75 | 510.45 | -1.12% | |
UnitedHealth | US91324P1021 | 1.52 | 553.08 | +5.41% | |
Alphabet C | US02079K1079 | 1.39 | 146.58 | -1.78% | |
Visa A | US92826C8394 | 1.38 | 308.27 | -1.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 533.44B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 381.66B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 194.95B | 1.44 | 12.54 | - |
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