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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.930 | 99.930 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.755 | 16.570 |
Price to Book | 2.551 | 2.631 |
Price to Sales | 1.700 | 1.773 |
Price to Cash Flow | 10.197 | 10.134 |
Dividend Yield | 2.322 | 2.395 |
5 Years Earnings Growth | 10.154 | 10.790 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.860 | 18.745 |
Financial Services | 13.710 | 16.236 |
Healthcare | 13.310 | 12.631 |
Industrials | 10.700 | 11.527 |
Consumer Cyclical | 10.680 | 11.887 |
Consumer Defensive | 7.430 | 10.181 |
Communication Services | 7.400 | 7.413 |
Energy | 4.300 | 6.031 |
Basic Materials | 3.350 | 5.777 |
Utilities | 2.820 | 2.211 |
Real Estate | 2.470 | 1.943 |
Number of long holdings: 1,478
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.35 | 189.87 | +0.08% | |
Microsoft | US5949181045 | 4.43 | 420.99 | -0.49% | |
Amazon.com | US0231351067 | 2.12 | 183.60 | -1.29% | |
NVIDIA | US67066G1040 | 1.78 | 943.46 | -0.30% | |
Alphabet A | US02079K3059 | 1.38 | 174.11 | +0.93% | |
Alphabet C | US02079K1079 | 1.28 | 175.42 | +0.89% | |
Meta Platforms | US30303M1027 | 1.12 | 473.15 | -1.74% | |
Tesla | US88160R1014 | 1.11 | 174.87 | +0.51% | |
UnitedHealth | US91324P1021 | 0.87 | 521.27 | +0.72% | |
Berkshire Hathaway B | US0846707026 | 0.80 | 413.12 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 2.08 | 2.55 | 5.75 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 3.07 | 4.19 | 6.69 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 1.85 | 2.14 | 5.19 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 4.60 | 6.26 | 8.16 |
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