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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.73 | 4.73 | 0.00 |
Stocks | 71.32 | 71.32 | 0.00 |
Bonds | 22.87 | 22.87 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.88 | 0.88 | 0.00 |
Other | 0.15 | 0.16 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.72 | 17.75 |
Price to Book | 2.36 | 2.81 |
Price to Sales | 1.79 | 1.97 |
Price to Cash Flow | 9.67 | 11.38 |
Dividend Yield | 3.50 | 2.04 |
5 Years Earnings Growth | 8.66 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.41 | 15.74 |
Consumer Defensive | 11.71 | 6.65 |
Technology | 11.68 | 21.56 |
Healthcare | 9.41 | 11.54 |
Energy | 8.98 | 5.32 |
Industrials | 8.30 | 11.30 |
Consumer Cyclical | 7.13 | 10.28 |
Utilities | 6.30 | 3.20 |
Communication Services | 5.77 | 7.51 |
Real Estate | 4.64 | 4.38 |
Basic Materials | 3.66 | 3.67 |
Number of long holdings: 2,957
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 2.79 | 195.54 | +2.18% | |
Philip Morris | US7181721090 | 2.67 | 151.88 | +0.92% | |
Gilead | US3755581036 | 2.20 | 111.44 | -1.69% | |
JPMorgan | US46625H1005 | 1.85 | 232.44 | +3.22% | |
EOG Resources | US26875P1012 | 1.68 | 123.92 | +2.34% | |
Microsoft | US5949181045 | 1.36 | 388.56 | +2.58% | |
Taiwan Semicon | TW0002330008 | 1.35 | 959.00 | -0.62% | |
BAE Systems | GB0002634946 | 1.25 | 1,657.00 | +4.18% | |
Home Depot | US4370761029 | 1.16 | 351.31 | +1.17% | |
Comcast | US20030N1019 | 1.12 | 35.43 | +2.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.34B | 1.21 | 12.52 | 13.33 | ||
American Funds American Balanced A | 109.11B | 2.65 | 7.48 | 8.19 | ||
American Funds Invmt Co of Amer A | 90.49B | 2.38 | 14.42 | 11.78 | ||
American Funds Washington Mutual A | 86.29B | 4.08 | 11.93 | 11.59 | ||
American Funds Fundamental Invs A | 72.81B | 1.88 | 12.52 | 11.83 |
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