
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.400 | 2.400 | 0.000 |
Stocks | 97.450 | 97.450 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.138 | 28.554 |
Price to Book | 6.279 | 7.551 |
Price to Sales | 4.104 | 4.967 |
Price to Cash Flow | 17.757 | 19.784 |
Dividend Yield | 0.649 | 0.686 |
5 Years Earnings Growth | 12.924 | 14.090 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.460 | 41.232 |
Healthcare | 14.780 | 11.433 |
Industrials | 13.620 | 5.938 |
Consumer Cyclical | 13.070 | 14.661 |
Communication Services | 12.030 | 13.215 |
Financial Services | 7.220 | 7.943 |
Consumer Defensive | 2.100 | 2.996 |
Basic Materials | 1.440 | 1.615 |
Real Estate | 0.720 | 1.423 |
Utilities | 0.290 | 0.497 |
Energy | 0.290 | 0.822 |
Number of long holdings: 179
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 397.90 | -1.51% | |
Broadcom | US11135F1012 | 5.65 | 202.54 | -2.59% | |
Amazon.com | US0231351067 | 5.15 | 212.80 | +0.04% | |
Meta Platforms | US30303M1027 | 3.49 | 657.50 | -1.59% | |
Alphabet A | US02079K3059 | 3.48 | 175.42 | -2.14% | |
Apple | US0378331005 | 3.41 | 247.04 | -0.02% | |
Salesforce Inc | US79466L3024 | 3.00 | 306.08 | -0.73% | |
Transdigm | US8936411003 | 2.77 | 1,333.12 | +1.53% | |
Eli Lilly | US5324571083 | 2.72 | 902.28 | +2.37% | |
NVIDIA | US67066G1040 | 2.58 | 126.63 | -2.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.73B | 5.17 | 12.56 | 14.38 | ||
American Funds American Balanced A | 112.47B | 2.88 | 7.03 | 8.59 | ||
American Funds Invmt Co of Amer A | 95.33B | 4.65 | 14.26 | 12.56 | ||
American Funds Washington Mutual A | 90.35B | 3.95 | 11.37 | 12.16 | ||
American Funds Fundamental Invs A | 76.87B | 4.29 | 12.58 | 12.76 |
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