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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.260 | 8.860 | 3.600 |
Shares | 64.220 | 64.220 | 0.000 |
Bonds | 27.430 | 27.430 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 3.010 | 3.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.478 | 17.174 |
Price to Book | 3.812 | 2.784 |
Price to Sales | 2.537 | 1.947 |
Price to Cash Flow | 13.673 | 11.321 |
Dividend Yield | 1.845 | 2.212 |
5 Years Earnings Growth | 12.061 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.260 | 21.599 |
Healthcare | 14.080 | 13.682 |
Financial Services | 11.520 | 15.328 |
Industrials | 11.110 | 10.987 |
Communication Services | 9.690 | 6.843 |
Consumer Defensive | 8.580 | 6.913 |
Consumer Cyclical | 7.190 | 9.555 |
Energy | 6.350 | 5.469 |
Basic Materials | 3.160 | 3.526 |
Utilities | 2.410 | 2.753 |
Real Estate | 1.640 | 3.341 |
Number of long holdings: 2,756
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.63 | - | - | |
Broadcom Inc | - | 4.52 | - | - | |
Cap Grp Cent Fd Ser Ii | - | 3.01 | - | - | |
Meta Platforms Inc Class A | - | 1.69 | - | - | |
Philip Morris International Inc | - | 1.68 | - | - | |
UnitedHealth Group Inc | - | 1.67 | - | - | |
Eli Lilly and Co | - | 1.58 | - | - | |
Alphabet Inc Class C | - | 1.51 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 1.44 | - | - | |
The Home Depot Inc | - | 1.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
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