Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.49 | 7.49 | 0.00 |
Stocks | 92.14 | 92.14 | 0.00 |
Preferred | 0.31 | 0.31 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.14 | 28.10 |
Price to Book | 5.19 | 6.67 |
Price to Sales | 3.09 | 4.19 |
Price to Cash Flow | 14.69 | 18.62 |
Dividend Yield | 0.75 | 0.71 |
5 Years Earnings Growth | 15.91 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.42 | 38.72 |
Consumer Cyclical | 15.77 | 14.13 |
Communication Services | 13.60 | 11.12 |
Healthcare | 13.33 | 12.82 |
Industrials | 12.36 | 7.23 |
Financial Services | 8.69 | 9.28 |
Energy | 2.81 | 1.83 |
Basic Materials | 2.18 | 1.90 |
Consumer Defensive | 2.15 | 3.79 |
Utilities | 0.63 | 1.04 |
Real Estate | 0.06 | 1.69 |
Number of long holdings: 336
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.09 | - | - | |
Meta Platforms Inc Class A | - | 5.44 | - | - | |
Broadcom Inc | - | 3.56 | - | - | |
Amazon.com Inc | - | 3.56 | - | - | |
NVIDIA Corp | - | 2.30 | - | - | |
Eli Lilly and Co | - | 2.15 | - | - | |
Netflix Inc | - | 1.88 | - | - | |
Alphabet Inc Class C | - | 1.78 | - | - | |
GE Aerospace | - | 1.70 | - | - | |
Mastercard Inc Class A | - | 1.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.55B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.13B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.33B | 4.97 | 8.68 | 10.82 |
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