Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.67 | 2.69 | 0.02 |
Shares | 97.32 | 97.32 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.21 | 19.91 |
Price to Book | 3.85 | 3.85 |
Price to Sales | 2.54 | 2.52 |
Price to Cash Flow | 13.97 | 14.05 |
Dividend Yield | 1.63 | 1.57 |
5 Years Earnings Growth | 14.18 | 11.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.64 | 27.68 |
Industrials | 13.10 | 9.82 |
Healthcare | 12.67 | 13.32 |
Financial Services | 11.37 | 14.15 |
Consumer Cyclical | 8.76 | 10.12 |
Communication Services | 8.04 | 8.18 |
Consumer Defensive | 7.13 | 6.36 |
Utilities | 3.28 | 2.72 |
Energy | 3.23 | 4.04 |
Basic Materials | 3.10 | 2.60 |
Real Estate | 1.68 | 2.41 |
Number of long holdings: 233
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.67 | 164.74 | -0.05% | |
Microsoft | US5949181045 | 5.48 | 427.99 | +2.20% | |
Philip Morris | US7181721090 | 3.11 | 132.28 | +1.20% | |
Meta Platforms | US30303M1027 | 2.83 | 573.28 | +1.45% | |
Transdigm | US8936411003 | 2.82 | 1,262.61 | +0.13% | |
Amazon.com | US0231351067 | 2.59 | 207.86 | +3.18% | |
Alphabet C | US02079K1079 | 2.45 | 170.62 | +0.70% | |
UnitedHealth | US91324P1021 | 2.09 | 606.10 | +0.04% | |
Apple | US0378331005 | 1.58 | 234.97 | +0.90% | |
NVIDIA | US67066G1040 | 1.55 | 136.92 | +0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.43B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.51B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 90.06B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
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