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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.07 | 2.07 | 0.00 |
Shares | 97.77 | 97.77 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Other | 0.12 | 0.12 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.04 | 27.11 |
Price to Book | 5.50 | 6.97 |
Price to Sales | 3.45 | 4.59 |
Price to Cash Flow | 13.97 | 17.94 |
Dividend Yield | 0.72 | 0.71 |
5 Years Earnings Growth | 11.85 | 13.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.88 | 39.27 |
Consumer Cyclical | 20.33 | 14.28 |
Healthcare | 16.75 | 10.96 |
Financial Services | 10.49 | 10.00 |
Communication Services | 10.33 | 12.68 |
Industrials | 7.64 | 6.97 |
Consumer Defensive | 1.87 | 3.60 |
Energy | 1.82 | 1.41 |
Utilities | 1.04 | 1.14 |
Basic Materials | 0.85 | 1.66 |
Number of long holdings: 140
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 10.25 | 204.96 | -0.02% | |
NVIDIA | US67066G1040 | 9.33 | 137.04 | +1.41% | |
Microsoft | US5949181045 | 4.96 | 460.26 | -0.02% | |
Apple | US0378331005 | 4.69 | 200.49 | -0.18% | |
Alphabet A | US02079K3059 | 4.56 | 168.76 | -1.74% | |
Boston Scientific | US1011371077 | 3.20 | 103.95 | -1.24% | |
Eli Lilly | US5324571083 | 2.88 | 743.60 | +0.80% | |
Mastercard | US57636Q1040 | 2.70 | 578.31 | -1.24% | |
Taiwan Semiconductor | US8740391003 | 2.62 | 193.78 | +0.24% | |
Visa A | US92826C8394 | 2.61 | 362.50 | -0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 633.85B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 144.14B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 105.88B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 62.35B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 60.06B | -12.53 | 16.00 | 16.01 |
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