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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.27 | 20.60 |
Price to Book | 4.41 | 4.02 |
Price to Sales | 2.94 | 2.75 |
Price to Cash Flow | 16.03 | 14.57 |
Dividend Yield | 1.39 | 1.55 |
5 Years Earnings Growth | 10.74 | 11.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.50 | 29.21 |
Financial Services | 13.53 | 15.86 |
Consumer Cyclical | 10.86 | 10.25 |
Healthcare | 10.61 | 12.46 |
Communication Services | 8.91 | 8.38 |
Industrials | 7.68 | 8.77 |
Consumer Defensive | 5.70 | 5.67 |
Energy | 3.45 | 3.44 |
Utilities | 2.66 | 2.50 |
Real Estate | 2.27 | 2.30 |
Basic Materials | 1.85 | 2.77 |
Number of long holdings: 532
Number of short holdings: 38
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 250.42 | -0.71% | |
NVIDIA | US67066G1040 | 6.46 | 134.29 | -2.33% | |
Microsoft | US5949181045 | 6.10 | 421.50 | -0.78% | |
Amazon.com | US0231351067 | 3.73 | 219.39 | -0.86% | |
Meta Platforms | US30303M1027 | 2.42 | 585.51 | -0.97% | |
Alphabet A | US02079K3059 | 1.92 | 189.30 | -1.01% | |
Tesla | US88160R1014 | 1.79 | 403.84 | -3.25% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 453.28 | +0.25% | |
Alphabet C | US02079K1079 | 1.59 | 190.44 | -1.17% | |
E-mini S&P 500 Future Dec 24 | - | 1.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC American Index Fund Income C | 16.65B | 27.10 | 12.01 | 15.26 | ||
HSBC American Index Fund Retail Acc | 16.65B | 27.03 | 11.92 | 15.17 | ||
HSBC American Index Fund Retail Inc | 16.65B | 27.01 | 12.40 | 15.30 | ||
HSFund Institutional Accumulation | 16.65B | 27.15 | 12.05 | 15.33 | ||
Balanced Portfolio C Accumulation | 5.21B | 12.07 | 4.17 | 6.23 |
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