Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.030 | 4.060 | 0.030 |
Shares | 95.870 | 95.870 | 0.000 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.059 | 17.402 |
Price to Book | 3.575 | 2.219 |
Price to Sales | 2.782 | 2.304 |
Price to Cash Flow | 14.210 | 9.997 |
Dividend Yield | 1.618 | 2.652 |
5 Years Earnings Growth | 15.052 | 12.063 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.100 | 18.373 |
Healthcare | 16.180 | 12.348 |
Industrials | 14.950 | 13.143 |
Consumer Cyclical | 11.980 | 9.871 |
Communication Services | 10.990 | 6.341 |
Financial Services | 10.890 | 14.078 |
Consumer Defensive | 5.170 | 6.481 |
Basic Materials | 3.960 | 6.623 |
Energy | 2.610 | 4.341 |
Utilities | 0.700 | 2.717 |
Real Estate | 0.450 | 18.460 |
Number of long holdings: 295
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 559.14 | -0.70% | |
Microsoft | US5949181045 | 3.34 | 417.00 | +1.00% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,040.00 | +2.97% | |
Broadcom | US11135F1012 | 2.73 | 164.23 | +0.18% | |
Novo Nordisk B | DK0062498333 | 2.56 | 750.9 | +4.03% | |
Tesla | US88160R1014 | 2.04 | 352.56 | +3.80% | |
NVIDIA | US67066G1040 | 1.96 | 141.95 | -3.22% | |
AstraZeneca | GB0009895292 | 1.63 | 10,474.0 | +4.09% | |
Eli Lilly | US5324571083 | 1.51 | 748.01 | -0.25% | |
Netflix | US64110L1061 | 1.25 | 897.79 | +0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 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