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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.620 | 8.940 | 2.320 |
Stocks | 64.050 | 64.050 | 0.000 |
Bonds | 23.810 | 23.810 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.170 | 0.170 | 0.000 |
Other | 5.340 | 5.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.581 | 18.147 |
Price to Book | 3.861 | 3.076 |
Price to Sales | 2.687 | 2.062 |
Price to Cash Flow | 14.499 | 11.925 |
Dividend Yield | 1.683 | 2.009 |
5 Years Earnings Growth | 12.777 | 11.275 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.660 | 22.917 |
Healthcare | 15.420 | 13.372 |
Financial Services | 13.170 | 14.967 |
Industrials | 11.390 | 10.850 |
Consumer Cyclical | 10.820 | 10.091 |
Communication Services | 9.360 | 7.192 |
Consumer Defensive | 5.720 | 6.310 |
Energy | 5.180 | 5.451 |
Basic Materials | 4.150 | 3.519 |
Real Estate | 0.820 | 3.556 |
Utilities | 0.310 | 3.040 |
Number of long holdings: 1,490
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 5.39 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 5.34 | - | - | |
Microsoft Corp | - | 4.05 | - | - | |
Meta Platforms Inc Class A | - | 2.76 | - | - | |
The Home Depot Inc | - | 2.29 | - | - | |
Eli Lilly and Co | - | 2.00 | - | - | |
UnitedHealth Group Inc | - | 1.81 | - | - | |
Canadian Natural Resources Ltd | - | 1.81 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 1.73 | - | - | |
ASML Holding NV ADR | - | 1.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 131.95B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 104.4B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 87.06B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.22B | 4.97 | 8.68 | 10.82 |
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