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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.990 | 5.990 | 0.000 |
Stocks | 93.970 | 93.970 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.267 | 15.312 |
Price to Book | 3.616 | 2.420 |
Price to Sales | 2.466 | 1.630 |
Price to Cash Flow | 14.398 | 10.147 |
Dividend Yield | 2.053 | 2.608 |
5 Years Earnings Growth | 11.864 | 9.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.260 | 12.478 |
Healthcare | 16.850 | 15.310 |
Financial Services | 16.340 | 20.513 |
Industrials | 11.660 | 11.942 |
Consumer Defensive | 7.040 | 8.429 |
Consumer Cyclical | 6.900 | 6.481 |
Communication Services | 5.490 | 5.499 |
Energy | 4.960 | 8.401 |
Utilities | 3.450 | 5.000 |
Basic Materials | 2.530 | 3.925 |
Real Estate | 1.530 | 3.606 |
Number of long holdings: 189
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.68 | - | - | |
Microsoft Corp | - | 6.63 | - | - | |
UnitedHealth Group Inc | - | 2.85 | - | - | |
Eli Lilly and Co | - | 2.78 | - | - | |
Marsh & McLennan Companies Inc | - | 2.36 | - | - | |
Comcast Corp Class A | - | 2.25 | - | - | |
The Home Depot Inc | - | 1.92 | - | - | |
Philip Morris International Inc | - | 1.58 | - | - | |
AbbVie Inc | - | 1.57 | - | - | |
JPMorgan Chase & Co | - | 1.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 137.31B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.76B | 2.71 | 3.71 | 7.63 | ||
American Funds Invmt Co of Amer A | 86.34B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 83.07B | 4.97 | 8.68 | 10.82 |
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