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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.940 | 0.010 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.947 | 16.570 |
Price to Book | 2.563 | 2.631 |
Price to Sales | 1.726 | 1.773 |
Price to Cash Flow | 10.899 | 10.134 |
Dividend Yield | 2.234 | 2.395 |
5 Years Earnings Growth | 11.037 | 10.790 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.250 | 18.745 |
Financial Services | 14.170 | 16.236 |
Healthcare | 13.030 | 12.631 |
Consumer Cyclical | 10.970 | 11.887 |
Industrials | 10.810 | 11.527 |
Communication Services | 7.480 | 7.413 |
Consumer Defensive | 7.080 | 10.181 |
Energy | 4.950 | 6.031 |
Basic Materials | 3.390 | 5.777 |
Utilities | 2.560 | 2.211 |
Real Estate | 2.330 | 1.943 |
Number of long holdings: 1,458
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.06 | 183.05 | -0.69% | |
Microsoft | US5949181045 | 4.19 | 414.74 | +0.59% | |
Amazon.com | US0231351067 | 2.20 | 187.48 | -1.07% | |
NVIDIA | US67066G1040 | 2.02 | 898.78 | +1.27% | |
Alphabet A | US02079K3059 | 1.46 | 168.65 | -0.77% | |
Tesla | US88160R1014 | 1.34 | 168.47 | -2.04% | |
Alphabet C | US02079K1079 | 1.31 | 170.29 | -0.75% | |
Meta Platforms | US30303M1027 | 1.25 | 476.20 | +0.16% | |
Exxon Mobil | US30231G1022 | 0.89 | 117.96 | -0.41% | |
UnitedHealth | US91324P1021 | 0.88 | 512.94 | +1.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Inde | 36.96B | 10.35 | 12.06 | 13.03 | ||
AU60VAN00022 | 35.81B | 2.37 | 6.99 | 7.65 | ||
Vanguard Growth Index Fund AU | 11.05B | 3.38 | 4.30 | 7.45 | ||
Vanguard High Growth Index Fund | 9.44B | 4.98 | 6.58 | 9.03 | ||
Vanguard Balanced Index Fund | 8.21B | 1.80 | 2.03 | 5.84 |
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