Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.90 | 1.93 | 0.03 |
Stocks | 97.24 | 97.24 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.80 | 0.80 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.59 | 28.25 |
Price to Book | 5.76 | 7.36 |
Price to Sales | 3.40 | 4.81 |
Price to Cash Flow | 14.76 | 19.33 |
Dividend Yield | 0.76 | 0.68 |
5 Years Earnings Growth | 12.80 | 14.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.86 | 40.72 |
Consumer Cyclical | 16.34 | 14.21 |
Communication Services | 15.76 | 12.05 |
Healthcare | 12.08 | 10.89 |
Industrials | 10.45 | 7.06 |
Financial Services | 8.83 | 9.39 |
Energy | 1.92 | 1.37 |
Consumer Defensive | 1.88 | 3.40 |
Basic Materials | 1.57 | 1.65 |
Utilities | 1.04 | 1.16 |
Real Estate | 0.27 | 1.42 |
Number of long holdings: 322
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.70 | 674.33 | +2.19% | |
Microsoft | US5949181045 | 4.98 | 447.20 | +2.87% | |
Amazon.com | US0231351067 | 4.45 | 238.15 | +1.16% | |
Broadcom | US11135F1012 | 4.21 | 207.36 | +2.57% | |
NVIDIA | US67066G1040 | 3.87 | 128.99 | +8.82% | |
Tesla | US88160R1014 | 2.91 | 398.09 | +0.24% | |
Alphabet A | US02079K3059 | 2.41 | 195.30 | +1.82% | |
Alphabet C | US02079K1079 | 2.37 | 197.07 | +1.70% | |
Netflix | US64110L1061 | 2.33 | 971.83 | -0.01% | |
Apple | US0378331005 | 2.22 | 238.26 | +3.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.98B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 111.79B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.01B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.84B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
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