Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.19 | 1.19 | 0.00 |
Shares | 65.69 | 65.69 | 0.00 |
Bonds | 33.08 | 33.08 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.18 | 18.46 |
Price to Book | 4.58 | 3.16 |
Price to Sales | 3.10 | 2.19 |
Price to Cash Flow | 15.45 | 12.26 |
Dividend Yield | 1.46 | 1.99 |
5 Years Earnings Growth | 11.80 | 11.57 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.17 | 23.56 |
Financial Services | 13.92 | 15.03 |
Healthcare | 12.63 | 13.32 |
Consumer Cyclical | 12.04 | 9.82 |
Communication Services | 9.89 | 7.28 |
Industrials | 5.64 | 10.41 |
Energy | 5.11 | 5.20 |
Consumer Defensive | 3.57 | 6.29 |
Utilities | 2.96 | 3.21 |
Real Estate | 1.76 | 4.42 |
Basic Materials | 1.31 | 3.44 |
Number of long holdings: 1,501
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.07 | 412.87 | -0.43% | |
Apple | US0378331005 | 4.14 | 228.52 | -0.21% | |
NVIDIA | US67066G1040 | 3.97 | 146.67 | +0.53% | |
Alphabet A | US02079K3059 | 3.21 | 167.63 | -4.74% | |
Amazon.com | US0231351067 | 3.15 | 198.38 | -2.22% | |
UnitedHealth | US91324P1021 | 2.01 | 597.49 | -0.50% | |
Meta Platforms | US30303M1027 | 1.82 | 563.09 | -0.43% | |
Broadcom | US11135F1012 | 1.69 | 163.94 | +0.42% | |
Wells Fargo&Co | US9497461015 | 1.59 | 74.83 | +1.70% | |
Exxon Mobil | US30231G1022 | 1.45 | 121.93 | +1.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
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