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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.810 | 2.880 | 0.070 |
Shares | 97.160 | 97.160 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.140 | 15.353 |
Price to Book | 3.580 | 2.424 |
Price to Sales | 2.435 | 1.633 |
Price to Cash Flow | 14.259 | 10.172 |
Dividend Yield | 2.057 | 2.604 |
5 Years Earnings Growth | 11.864 | 9.609 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.020 | 12.472 |
Healthcare | 16.660 | 15.262 |
Financial Services | 16.290 | 20.548 |
Industrials | 11.720 | 11.936 |
Consumer Defensive | 7.110 | 8.432 |
Consumer Cyclical | 6.770 | 6.479 |
Communication Services | 5.510 | 5.483 |
Energy | 5.270 | 8.456 |
Utilities | 3.550 | 4.999 |
Basic Materials | 2.620 | 3.930 |
Real Estate | 1.480 | 3.600 |
Number of long holdings: 188
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom Inc | - | 6.81 | - | - | |
Microsoft Corp | - | 6.74 | - | - | |
Eli Lilly and Co | - | 2.87 | - | - | |
UnitedHealth Group Inc | - | 2.85 | - | - | |
Marsh & McLennan Companies Inc | - | 2.40 | - | - | |
Comcast Corp Class A | - | 2.28 | - | - | |
The Home Depot Inc | - | 1.93 | - | - | |
JPMorgan Chase & Co | - | 1.68 | - | - | |
AbbVie Inc | - | 1.62 | - | - | |
Philip Morris International Inc | - | 1.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 137.62B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.51B | 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 | 86.31B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.37B | 4.97 | 8.68 | 10.82 |
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