
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.610 | 2.630 | 0.020 |
Stocks | 97.290 | 97.290 | 0.000 |
Other | 0.090 | 0.100 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.663 | 17.522 |
Price to Book | 3.754 | 2.262 |
Price to Sales | 2.891 | 2.329 |
Price to Cash Flow | 14.705 | 10.006 |
Dividend Yield | 1.562 | 2.622 |
5 Years Earnings Growth | 11.863 | 10.738 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.890 | 18.745 |
Healthcare | 14.200 | 11.871 |
Consumer Cyclical | 14.140 | 10.234 |
Industrials | 13.730 | 13.052 |
Financial Services | 11.540 | 14.574 |
Communication Services | 11.190 | 6.432 |
Consumer Defensive | 4.570 | 6.193 |
Basic Materials | 3.190 | 6.276 |
Energy | 2.390 | 4.202 |
Utilities | 0.750 | 2.702 |
Real Estate | 0.420 | 18.440 |
Number of long holdings: 266
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.76 | 584.06 | +0.29% | |
Broadcom | US11135F1012 | 3.50 | 195.57 | +3.66% | |
Microsoft | US5949181045 | 3.37 | 387.82 | +1.12% | |
Taiwan Semicon | TW0002330008 | 3.30 | 952.00 | -1.96% | |
Tesla | US88160R1014 | 3.18 | 235.86 | +4.68% | |
NVIDIA | US67066G1040 | 2.36 | 117.52 | +1.81% | |
Novo Nordisk B | DK0062498333 | 1.90 | 544.5 | -0.33% | |
Netflix | US64110L1061 | 1.59 | 959.49 | +3.17% | |
Amazon.com | US0231351067 | 1.49 | 195.54 | +1.41% | |
Eli Lilly | US5324571083 | 1.37 | 837.01 | +1.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.98B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 109.07B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 90.11B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 86.36B | 4.08 | 11.93 | 11.59 | ||
American Funds Income Fund of Amer | 78.23B | 5.45 | 6.51 | 7.01 |
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