Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.470 | 1.470 | 0.000 |
Shares | 98.530 | 98.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.849 | 21.886 |
Price to Book | 7.109 | 4.346 |
Price to Sales | 5.444 | 2.719 |
Price to Cash Flow | 19.246 | 14.393 |
Dividend Yield | 0.476 | 1.494 |
5 Years Earnings Growth | 18.648 | 12.390 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.720 | 25.871 |
Consumer Cyclical | 13.220 | 10.696 |
Healthcare | 11.400 | 14.069 |
Communication Services | 10.540 | 8.775 |
Financial Services | 8.970 | 16.163 |
Industrials | 5.120 | 9.290 |
Real Estate | 2.570 | 2.255 |
Energy | 1.240 | 4.027 |
Consumer Defensive | 0.890 | 6.708 |
Basic Materials | 0.330 | 2.917 |
Number of long holdings: 160
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 9.46 | 227.79 | +0.12% | |
Microsoft | US5949181045 | 8.47 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 8.23 | 121.40 | -2.13% | |
Amazon.com | US0231351067 | 5.89 | 187.97 | -1.67% | |
Alphabet C | US02079K1079 | 5.57 | 165.29 | +0.89% | |
Mastercard | US57636Q1040 | 2.18 | 493.64 | +0.48% | |
Meta Platforms | US30303M1027 | 2.04 | 567.36 | -0.08% | |
Eli Lilly | US5324571083 | 2.01 | 877.79 | -3.47% | |
Monolithic | US6098391054 | 1.49 | 924.99 | -2.05% | |
Netflix | US64110L1061 | 1.47 | 707.35 | -0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Growth F | 2.53B | 20.18 | 4.94 | 15.91 | ||
American Equity Growth C | 2.53B | 19.29 | 3.78 | 14.59 | ||
Canadian Equity A | 2.49B | 12.89 | 5.71 | - | ||
Canadian Equity C | 2.49B | 12.93 | 5.77 | - | ||
Canadian Equity F | 2.49B | 13.83 | 7.07 | - |
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