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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 100.00 | 100.00 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 23.80 | 21.06 |
| Price to Book | 4.43 | 4.04 |
| Price to Sales | 3.10 | 2.75 |
| Price to Cash Flow | 14.80 | 14.22 |
| Dividend Yield | 1.38 | 1.50 |
| 5 Years Earnings Growth | 10.22 | 10.75 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 34.73 | 29.57 |
| Financial Services | 13.57 | 14.71 |
| Consumer Cyclical | 10.70 | 10.40 |
| Communication Services | 10.01 | 9.04 |
| Healthcare | 9.08 | 11.43 |
| Industrials | 7.66 | 9.67 |
| Consumer Defensive | 5.20 | 5.82 |
| Energy | 3.03 | 3.61 |
| Utilities | 2.36 | 2.56 |
| Real Estate | 2.00 | 2.22 |
| Basic Materials | 1.68 | 2.43 |
Number of long holdings: 507
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 7.75 | 191.49 | +2.81% | |
| Microsoft | US5949181045 | 6.87 | 531.52 | +1.51% | |
| Apple | US0378331005 | 6.32 | 268.74 | +2.25% | |
| Amazon.com | US0231351067 | 3.95 | 226.97 | +1.23% | |
| Meta Platforms | US30303M1027 | 2.92 | 750.82 | +1.69% | |
| Broadcom | US11135F1012 | 2.55 | 362.02 | +2.23% | |
| Alphabet A | US02079K3059 | 2.26 | 269.27 | +3.60% | |
| Alphabet C | US02079K1079 | 1.83 | 269.83 | +3.58% | |
| Tesla | US88160R1014 | 1.71 | 452.35 | +4.30% | |
| Berkshire Hathaway B | US0846707026 | 1.68 | 488.07 | -0.82% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund | 162.29B | 18.66 | 32.68 | 17.26 | ||
| Fidelity Total Market Index Instl b | 120.49B | 14.36 | 24.18 | 14.66 | ||
| Fidelity Blue Chip Growth | 71.08B | 15.85 | 35.38 | 19.97 | ||
| Fidelity Growth Company | 69.53B | 18.62 | 34.67 | 21.18 | ||
| Fidelity International Index Inst | 69.51B | 26.17 | 22.34 | 8.34 |
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