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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.645 | 18.194 |
Price to Book | 2.497 | 2.873 |
Price to Sales | 2.114 | 2.102 |
Price to Cash Flow | 12.088 | 11.901 |
Dividend Yield | 1.952 | 2.093 |
5 Years Earnings Growth | 10.291 | 11.247 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.330 | 22.664 |
Financial Services | 19.100 | 15.656 |
Healthcare | 14.830 | 14.183 |
Consumer Cyclical | 13.140 | 10.442 |
Industrials | 8.820 | 11.900 |
Consumer Defensive | 8.580 | 8.105 |
Communication Services | 6.010 | 7.451 |
Energy | 4.660 | 3.933 |
Basic Materials | 3.130 | 4.338 |
Real Estate | 2.400 | 2.775 |
Number of long holdings: 54
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.38 | 428.02 | -0.76% | |
Coca-Cola | US1912161007 | 4.50 | 71.79 | +0.55% | |
Elevance Health | US0367521038 | 4.43 | 523.95 | +0.71% | |
Goldman Sachs | US38141G1040 | 4.30 | 498.51 | +0.32% | |
Otis Worldwide | US68902V1070 | 4.03 | 104.43 | +1.02% | |
Alphabet C | US02079K1079 | 3.57 | 165.29 | +0.89% | |
Visa A | US92826C8394 | 3.41 | 275.17 | +1.28% | |
American Express | US0258161092 | 2.88 | 271.06 | +1.09% | |
Medtronic | IE00BTN1Y115 | 2.84 | 89.32 | -0.15% | |
Samsung Electronics Co | KR7005930003 | 2.79 | 64,200 | -0.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio A Acu | 8.33B | 17.44 | 4.71 | 14.31 | ||
American Growth Portfolio B Acu | 8.33B | 16.65 | 3.66 | 13.17 | ||
American Growth Portfolio C Acu | 8.33B | 17.09 | 4.24 | 13.80 | ||
American Growth Portfolio I Acc | 8.33B | 18.07 | 5.55 | 15.23 | ||
American Growth Portfolio S1 Acc | 8.33B | 18.27 | 5.80 | 15.55 |
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