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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 64.560 | 64.560 | 0.000 |
Bonds | 35.320 | 36.570 | 1.250 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.260 | 0.430 | 0.170 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.158 | 18.535 |
Price to Book | 4.129 | 3.218 |
Price to Sales | 2.907 | 2.203 |
Price to Cash Flow | 15.474 | 12.194 |
Dividend Yield | 1.205 | 1.943 |
5 Years Earnings Growth | 12.614 | 11.024 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.510 | 23.952 |
Healthcare | 12.110 | 12.969 |
Financial Services | 12.050 | 15.899 |
Consumer Cyclical | 10.600 | 9.979 |
Communication Services | 9.070 | 7.514 |
Industrials | 8.090 | 10.168 |
Consumer Defensive | 5.870 | 6.082 |
Energy | 3.400 | 4.942 |
Utilities | 2.860 | 3.219 |
Real Estate | 2.340 | 3.399 |
Basic Materials | 2.100 | 3.178 |
Number of long holdings: 5,077
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 497.72 | -0.22% | |
NVIDIA | US67066G1040 | 4.54 | 158.24 | -0.69% | |
Apple | US0378331005 | 3.35 | 209.95 | -1.69% | |
Amazon.com | US0231351067 | 2.66 | 223.47 | +0.03% | |
Meta Platforms | US30303M1027 | 2.02 | 718.35 | -0.09% | |
Alphabet A | US02079K3059 | 1.72 | 176.79 | -1.53% | |
United States Treasury Notes 4% | - | 1.38 | - | - | |
United States Treasury Notes 4.125% | - | 1.32 | - | - | |
Eli Lilly | US5324571083 | 1.15 | 772.87 | -1.00% | |
Exxon Mobil | US30231G1022 | 1.08 | 111.11 | -0.97% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
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