
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 3.99 | 2.98 |
Stocks | 98.99 | 99.91 | 0.92 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 17.06 |
Price to Book | 2.78 | 2.60 |
Price to Sales | 2.01 | 1.91 |
Price to Cash Flow | 12.69 | 11.33 |
Dividend Yield | 1.77 | 2.18 |
5 Years Earnings Growth | 12.46 | 12.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.50 | 20.91 |
Financial Services | 16.12 | 13.22 |
Communication Services | 11.89 | 6.71 |
Industrials | 11.86 | 16.89 |
Consumer Cyclical | 10.18 | 10.83 |
Healthcare | 8.14 | 13.45 |
Consumer Defensive | 5.47 | 8.10 |
Utilities | 5.04 | 3.55 |
Basic Materials | 2.25 | 7.87 |
Real Estate | 1.35 | 4.11 |
Energy | 1.21 | 6.20 |
Number of long holdings: 298
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.20 | 110.71 | -0.20% | |
Apple | US0378331005 | 4.65 | 202.52 | +2.21% | |
Microsoft | US5949181045 | 3.54 | 387.81 | -0.16% | |
Future on S&P500 Mar25 | - | 2.98 | - | - | |
Amazon.com | US0231351067 | 2.23 | 182.12 | -1.49% | |
Meta Platforms | US30303M1027 | 1.63 | 531.48 | -2.22% | |
Alphabet A | US02079K3059 | 1.53 | 159.07 | +1.23% | |
Alphabet C | US02079K1079 | 1.33 | 161.47 | +1.30% | |
Netflix | US64110L1061 | 1.22 | 931.28 | +1.41% | |
Tesla | US88160R1014 | 1.13 | 252.35 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund U1 GBP Acc | 333.75M | 4.61 | 16.58 | 15.04 | ||
American Equity Fund U2 GBP Acc | 917.57M | 4.61 | 16.67 | 15.12 | ||
American Equity Fund A GBP Acc | 53.71M | 4.54 | 15.62 | 14.08 | ||
American Equity Fund R GBP Acc | 676.88M | -9.32 | 8.44 | 12.71 | ||
American Equity Fund P GBP Acc | 6.08M | -9.38 | 8.17 | 12.43 |
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