Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.80 | 19.98 |
Price to Book | 3.50 | 3.70 |
Price to Sales | 2.20 | 2.46 |
Price to Cash Flow | 13.02 | 13.65 |
Dividend Yield | 1.54 | 1.59 |
5 Years Earnings Growth | 11.11 | 11.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.42 | 28.03 |
Financial Services | 13.02 | 14.03 |
Healthcare | 12.66 | 13.53 |
Consumer Cyclical | 10.51 | 10.61 |
Industrials | 9.17 | 8.91 |
Communication Services | 8.23 | 8.60 |
Consumer Defensive | 5.70 | 5.93 |
Energy | 3.90 | 4.20 |
Real Estate | 2.92 | 2.42 |
Basic Materials | 2.32 | 3.02 |
Utilities | 2.16 | 2.44 |
Number of long holdings: 3,628
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.26 | 429.17 | -0.27% | |
Apple | US0378331005 | 5.71 | 190.29 | +0.16% | |
NVIDIA | US67066G1040 | 3.22 | 1,148.25 | +0.81% | |
Amazon.com | US0231351067 | 2.99 | 182.02 | -0.07% | |
Meta Platforms | US30303M1027 | 1.83 | 474.36 | -1.16% | |
Alphabet A | US02079K3059 | 1.76 | 175.90 | -0.28% | |
Alphabet C | US02079K1079 | 1.50 | 177.40 | -0.35% | |
Berkshire Hathaway B | US0846707026 | 1.48 | 404.09 | +0.05% | |
Tesla | US88160R1014 | 1.10 | 176.19 | -0.32% | |
Broadcom | US11135F1012 | 1.10 | 1,390.67 | -1.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.13B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.13B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.82B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.82B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.27B | 6.40 | 12.13 | 12.73 |
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