Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.26 | 5.26 | 0.00 |
Stocks | 94.68 | 94.68 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.79 | 24.18 |
Price to Book | 3.49 | 4.42 |
Price to Sales | 2.29 | 3.31 |
Price to Cash Flow | 14.24 | 16.35 |
Dividend Yield | 1.44 | 1.11 |
5 Years Earnings Growth | 12.65 | 13.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.04 | 28.62 |
Healthcare | 15.53 | 15.80 |
Industrials | 13.93 | 11.55 |
Consumer Cyclical | 12.26 | 12.57 |
Financial Services | 10.48 | 12.04 |
Communication Services | 9.94 | 9.30 |
Consumer Defensive | 5.42 | 4.70 |
Basic Materials | 4.42 | 3.47 |
Energy | 2.88 | 3.83 |
Utilities | 0.61 | 1.10 |
Real Estate | 0.50 | 1.79 |
Number of long holdings: 277
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.79 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 2.74 | 927.2 | +2.65% | |
Broadcom Inc | - | 2.35 | - | - | |
Taiwan Semicon | TW0002330008 | 2.28 | 841.00 | +0.72% | |
Fujitsu | JP3818000006 | 2.15 | 2,334.5 | +0.04% | |
Tesla | US88160R1014 | 1.58 | 181.26 | +3.61% | |
Eli Lilly and Co | - | 1.51 | - | - | |
AstraZeneca | GB0009895292 | 1.42 | 12,364.0 | +2.22% | |
NVIDIA Corp | - | 1.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 139.13B | 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 | 87.28B | 6.71 | 9.18 | 10.97 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 5.25 | 3.31 | 10.28 | ||
American Funds Washington Mutual A | 84.31B | 4.97 | 8.68 | 10.82 |
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