Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.78 | 1.05 | 0.27 |
Stocks | 99.22 | 99.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.53 | 20.01 |
Price to Book | 3.53 | 3.84 |
Price to Sales | 3.36 | 2.51 |
Price to Cash Flow | 16.73 | 14.04 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 16.87 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.58 | 27.61 |
Financial Services | 17.77 | 14.13 |
Healthcare | 11.34 | 13.41 |
Basic Materials | 8.44 | 2.62 |
Industrials | 8.11 | 9.79 |
Consumer Cyclical | 7.87 | 10.11 |
Communication Services | 5.65 | 8.15 |
Consumer Defensive | 3.29 | 6.40 |
Energy | 2.95 | 4.08 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.83 | 227.65 | +1.12% | |
NVIDIA | US67066G1040 | 6.77 | 146.02 | -0.17% | |
Microsoft | US5949181045 | 5.58 | 426.98 | +0.42% | |
Alphabet A | US02079K3059 | 4.27 | 175.46 | -1.91% | |
U.S. Bancorp | US9029733048 | 3.82 | 50.33 | -1.64% | |
Truist Financial Corp | US89832Q1094 | 3.71 | 46.24 | -0.59% | |
Citizens Financial Group Inc | US1746101054 | 3.70 | 46.44 | +0.04% | |
Goldman Sachs | US38141G1040 | 3.69 | 587.03 | -1.21% | |
Vertex | US92532F1003 | 3.31 | 486.73 | -1.59% | |
Amazon.com | US0231351067 | 3.30 | 211.33 | -1.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pioneer Fundamental Growth Y | 4.87B | 15.39 | 8.08 | 13.69 | ||
Pioneer Multi Asset Income Y | 2.8B | 9.35 | 6.54 | 6.27 | ||
Pioneer Disciplined Growth A | 2.03B | 15.03 | 6.72 | 13.14 | ||
Pioneer Core Equity A | 1.88B | 10.79 | 4.25 | 10.38 | ||
Pioneer Y | 1.53B | 22.44 | 9.54 | 13.67 |
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