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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.210 | 19.240 | 0.030 |
Stocks | 80.800 | 80.810 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.628 | 17.752 |
Price to Book | 3.910 | 2.850 |
Price to Sales | 2.802 | 2.017 |
Price to Cash Flow | 14.330 | 11.625 |
Dividend Yield | 1.303 | 2.102 |
5 Years Earnings Growth | 10.944 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.560 | 22.040 |
Healthcare | 14.010 | 14.345 |
Financial Services | 11.680 | 15.459 |
Consumer Cyclical | 10.220 | 10.686 |
Communication Services | 9.410 | 7.248 |
Consumer Defensive | 7.010 | 8.440 |
Industrials | 6.490 | 12.082 |
Energy | 3.990 | 4.030 |
Basic Materials | 2.320 | 4.364 |
Utilities | 1.390 | 2.558 |
Real Estate | 0.910 | 2.817 |
Number of long holdings: 69
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.46 | 414.74 | +0.59% | |
Alphabet C | US02079K1079 | 4.10 | 170.29 | -0.75% | |
Amazon.com | US0231351067 | 3.87 | 187.48 | -1.07% | |
NVIDIA | US67066G1040 | 3.28 | 898.78 | +1.27% | |
SPDR S&P 500 | US78462F1030 | 2.94 | 520.86 | +0.13% | |
Mastercard | US57636Q1040 | 2.80 | 456.78 | +0.28% | |
Meta Platforms | US30303M1027 | 2.60 | 476.20 | +0.16% | |
Vanguard Health Care | US92204A5048 | 2.26 | 262.29 | +0.09% | |
Health Care Select Sector SPDR | US81369Y2090 | 2.25 | 143.57 | +0.19% | |
Apple | US0378331005 | 2.05 | 183.05 | -0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Analyst 80/20 | 541.5M | 2.56 | 3.40 | 3.76 | ||
Analyst Technology | 427.9M | 11.21 | 8.73 | 13.91 | ||
Analyst Investments | 261.01M | 3.56 | 4.49 | 7.92 | ||
Analyst Equity | 208.5M | 3.69 | 3.79 | 7.55 | ||
Analyst Diversified | 190.16M | 4.32 | 5.30 | 7.24 |
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