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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.840 | 5.840 | 0.000 |
Stocks | 93.790 | 93.790 | 0.000 |
Preferred | 0.280 | 0.280 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.357 | 28.103 |
Price to Book | 5.192 | 6.673 |
Price to Sales | 2.728 | 4.192 |
Price to Cash Flow | 14.191 | 18.620 |
Dividend Yield | 0.625 | 0.707 |
5 Years Earnings Growth | 15.307 | 14.912 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.640 | 38.719 |
Communication Services | 20.710 | 11.121 |
Healthcare | 13.820 | 12.824 |
Consumer Cyclical | 12.880 | 14.126 |
Industrials | 10.460 | 7.233 |
Financial Services | 6.320 | 9.276 |
Consumer Defensive | 3.870 | 3.788 |
Energy | 3.870 | 1.832 |
Basic Materials | 1.580 | 1.896 |
Utilities | 0.810 | 1.040 |
Real Estate | 0.040 | 1.691 |
Number of long holdings: 246
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 8.87 | - | - | |
Microsoft Corp | - | 5.38 | - | - | |
Netflix Inc | - | 4.39 | - | - | |
Tesla | US88160R1014 | 3.53 | 177.46 | +1.50% | |
Broadcom Inc | - | 2.58 | - | - | |
Regeneron Pharmaceuticals Inc | - | 2.19 | - | - | |
TransDigm Group Inc | - | 2.10 | - | - | |
Alphabet Inc Class C | - | 2.02 | - | - | |
Intuitive Surgical Inc | - | 1.83 | - | - | |
Visa Inc Class A | - | 1.83 | - | - |
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 |
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