Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 3.13 | 0.00 |
Shares | 62.40 | 62.40 | 0.00 |
Bonds | 34.37 | 34.47 | 0.10 |
Convertible | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.13 | 18.17 |
Price to Book | 3.60 | 3.07 |
Price to Sales | 2.14 | 2.06 |
Price to Cash Flow | 15.26 | 11.91 |
Dividend Yield | 1.26 | 2.02 |
5 Years Earnings Growth | 13.66 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.42 | 22.91 |
Healthcare | 15.96 | 13.34 |
Communication Services | 15.25 | 7.26 |
Financial Services | 14.13 | 14.98 |
Consumer Cyclical | 9.00 | 10.00 |
Industrials | 6.99 | 10.86 |
Consumer Defensive | 3.65 | 6.27 |
Energy | 3.07 | 5.55 |
Basic Materials | 2.43 | 3.52 |
Real Estate | 1.09 | 3.51 |
Number of long holdings: 297
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.15 | - | - | |
Apple Inc | - | 3.98 | - | - | |
Meta Platforms Inc Class A | - | 3.88 | - | - | |
Alphabet Inc Class C | - | 3.40 | - | - | |
Amazon.com Inc | - | 3.33 | - | - | |
Berkshire Hathaway Inc Class B | - | 2.86 | - | - | |
United States Treasury Notes 4.375% | - | 2.81 | - | - | |
United States Treasury Notes 4% | - | 2.61 | - | - | |
UnitedHealth Group Inc | - | 1.76 | - | - | |
Salesforce Inc | - | 1.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 3.93B | 3.45 | 5.81 | 10.50 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.09B | 7.70 | 6.35 | 12.41 | ||
Touchstone Focused Y | 1.17B | 6.95 | 5.96 | 10.81 | ||
Touchstone Sands Cptl Emerg Mkts G | 914.3M | 2.71 | -12.75 | 3.73 |
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