
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.43 | 0.43 | 0.00 |
Stocks | 99.57 | 99.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.65 | 20.51 |
Price to Book | 3.92 | 3.98 |
Price to Sales | 2.59 | 2.63 |
Price to Cash Flow | 14.25 | 14.17 |
Dividend Yield | 1.42 | 1.54 |
5 Years Earnings Growth | 11.09 | 11.13 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.35 | 28.27 |
Financial Services | 14.39 | 14.88 |
Healthcare | 11.06 | 12.32 |
Consumer Cyclical | 10.68 | 10.53 |
Communication Services | 8.85 | 8.59 |
Industrials | 8.56 | 9.54 |
Consumer Defensive | 5.54 | 6.13 |
Energy | 3.43 | 3.83 |
Real Estate | 2.76 | 2.29 |
Utilities | 2.48 | 2.71 |
Basic Materials | 1.91 | 2.34 |
Number of long holdings: 3,160
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.37 | 202.08 | -0.22% | |
Microsoft | US5949181045 | 5.15 | 385.60 | -0.57% | |
NVIDIA | US67066G1040 | 5.07 | 112.20 | +1.35% | |
Amazon.com | US0231351067 | 3.50 | 179.56 | -1.41% | |
Meta Platforms | US30303M1027 | 2.54 | 521.31 | -1.91% | |
Alphabet A | US02079K3059 | 1.73 | 156.30 | -1.74% | |
Broadcom | US11135F1012 | 1.62 | 178.95 | +0.33% | |
Berkshire Hathaway B | US0846707026 | 1.55 | 528.17 | -0.25% | |
Alphabet C | US02079K1079 | 1.42 | 158.60 | -1.78% | |
Tesla | US88160R1014 | 1.39 | 254.11 | +0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
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