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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.26 | 8.86 | 3.60 |
Stocks | 64.22 | 64.22 | 0.00 |
Bonds | 27.43 | 27.43 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 3.01 | 3.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.48 | 18.13 |
Price to Book | 3.81 | 3.07 |
Price to Sales | 2.54 | 2.06 |
Price to Cash Flow | 13.67 | 11.91 |
Dividend Yield | 1.85 | 2.02 |
5 Years Earnings Growth | 12.06 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.26 | 22.90 |
Healthcare | 14.08 | 13.34 |
Financial Services | 11.52 | 14.99 |
Industrials | 11.11 | 10.84 |
Communication Services | 9.69 | 7.23 |
Consumer Defensive | 8.58 | 6.29 |
Consumer Cyclical | 7.19 | 10.05 |
Energy | 6.35 | 5.52 |
Basic Materials | 3.16 | 3.51 |
Utilities | 2.41 | 3.08 |
Real Estate | 1.64 | 3.52 |
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 | 138.69B | 12.00 | 5.78 | 12.75 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Invmt Co of Amer A | 86.82B | 10.75 | 10.07 | 11.06 | ||
American Funds Washington Mutual A | 83.44B | 8.34 | 8.88 | 10.97 | ||
American Funds Income Fund of Amer | 75.05B | 4.06 | 3.36 | 6.30 |
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