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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.94 | 1.94 | 0.00 |
Shares | 98.00 | 98.13 | 0.13 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.81 | 20.75 |
Price to Book | 2.93 | 3.96 |
Price to Sales | 2.10 | 2.65 |
Price to Cash Flow | 11.30 | 13.91 |
Dividend Yield | 1.78 | 1.55 |
5 Years Earnings Growth | 11.00 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.81 | 28.78 |
Industrials | 19.94 | 9.88 |
Financial Services | 17.47 | 14.94 |
Healthcare | 10.47 | 11.76 |
Communication Services | 9.81 | 8.67 |
Energy | 8.07 | 3.68 |
Consumer Defensive | 4.45 | 6.17 |
Consumer Cyclical | 3.28 | 10.33 |
Basic Materials | 1.52 | 2.36 |
Utilities | 1.25 | 2.65 |
Real Estate | 0.94 | 2.25 |
Number of long holdings: 166
Number of short holdings: 20
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.91 | 524.11 | -1.76% | |
Wells Fargo&Co | US9497461015 | 6.28 | 77.78 | -3.53% | |
GE Aerospace | US3696043013 | 6.07 | 269.38 | -0.63% | |
NVIDIA | US67066G1040 | 5.97 | 173.72 | -2.33% | |
GE Vernova LLC | US36828A1016 | 4.22 | 656.50 | -0.57% | |
Boeing | US0970231058 | 4.06 | 221.90 | +0.03% | |
Exxon Mobil | US30231G1022 | 4.00 | 109.64 | -1.79% | |
Meta Platforms | US30303M1027 | 3.33 | 750.01 | -3.03% | |
Bank of America | US0605051046 | 2.69 | 45.66 | -3.41% | |
Apple | US0378331005 | 2.20 | 202.38 | -2.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 4.18 | 29.97 | 17.91 |
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