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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.41 | 1.41 | 0.00 |
Shares | 97.66 | 97.66 | 0.00 |
Other | 0.93 | 0.93 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.83 | 20.75 |
Price to Book | 4.70 | 3.96 |
Price to Sales | 3.12 | 2.65 |
Price to Cash Flow | 12.39 | 13.91 |
Dividend Yield | 1.12 | 1.55 |
5 Years Earnings Growth | 10.30 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.87 | 28.78 |
Financial Services | 14.49 | 14.94 |
Consumer Cyclical | 11.25 | 10.33 |
Industrials | 10.43 | 9.88 |
Communication Services | 10.36 | 8.67 |
Healthcare | 9.33 | 11.76 |
Consumer Defensive | 4.05 | 6.17 |
Basic Materials | 3.71 | 2.36 |
Energy | 3.16 | 3.68 |
Real Estate | 2.27 | 2.25 |
Utilities | 1.08 | 2.65 |
Number of long holdings: 235
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.71 | 533.50 | +3.95% | |
NVIDIA | US67066G1040 | 7.05 | 177.87 | -0.78% | |
Apple | US0378331005 | 5.39 | 207.57 | -0.71% | |
Amazon.com | US0231351067 | 4.66 | 234.11 | +1.70% | |
Meta Platforms | US30303M1027 | 3.36 | 773.44 | +11.25% | |
Alphabet C | US02079K1079 | 2.18 | 192.86 | -2.32% | |
Broadcom | US11135F1012 | 2.05 | 293.70 | -2.95% | |
Mastercard | US57636Q1040 | 2.04 | 566.47 | +1.32% | |
Visa A | US92826C8394 | 1.89 | 345.47 | -1.55% | |
Netflix | US64110L1061 | 1.57 | 1,159.40 | -2.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 |
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