
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.68 | 0.26 |
Stocks | 99.49 | 99.49 | 0.00 |
Other | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 16.73 |
Price to Book | 2.66 | 2.75 |
Price to Sales | 1.97 | 1.86 |
Price to Cash Flow | 12.00 | 10.46 |
Dividend Yield | 1.84 | 2.40 |
5 Years Earnings Growth | 10.45 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.68 | 22.54 |
Financial Services | 16.19 | 15.88 |
Consumer Cyclical | 11.95 | 10.64 |
Industrials | 9.82 | 10.62 |
Healthcare | 8.33 | 10.51 |
Communication Services | 8.12 | 8.24 |
Consumer Defensive | 4.58 | 6.98 |
Basic Materials | 2.98 | 4.27 |
Energy | 2.86 | 4.77 |
Real Estate | 2.76 | 5.00 |
Utilities | 2.73 | 3.02 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio S&P 500 Growth | US78464A4094 | 21.88 | 78.29 | +1.83% | |
SPDR Portfolio S&P 500 Value | US78464A5083 | 11.41 | 47.86 | +1.66% | |
iShares Core MSCI Intl Dev Mkts ETF | - | 8.88 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 7.95 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 7.87 | - | - | |
iShares Core S&P Small-Cap | US4642878049 | 6.50 | 95.41 | +1.26% | |
Invesco S&P 500 Equal Weight | US46137V3574 | 5.74 | 162.02 | +1.52% | |
iShares MSCI Japan | US46434G8226 | 5.03 | 65.82 | +2.49% | |
SPDR Portfolio Emerging Markets | US78463X5095 | 4.00 | 37.44 | +2.69% | |
iShares MSCI USA Value Factor ETF | - | 3.78 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Horizon Active Risk Assist N | 1.2B | -1.79 | 3.94 | 4.59 |
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