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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.25 | 0.13 |
Shares | 97.13 | 97.13 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 2.64 | 2.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.29 | 27.93 |
Price to Book | 5.91 | 6.65 |
Price to Sales | 3.14 | 4.15 |
Price to Cash Flow | 15.51 | 18.47 |
Dividend Yield | 0.33 | 0.72 |
5 Years Earnings Growth | 17.76 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.68 | 38.72 |
Communication Services | 17.79 | 11.02 |
Consumer Cyclical | 12.92 | 14.20 |
Healthcare | 10.54 | 12.87 |
Industrials | 3.92 | 7.18 |
Financial Services | 3.31 | 9.29 |
Utilities | 0.97 | 1.04 |
Consumer Defensive | 0.55 | 3.84 |
Real Estate | 0.30 | 1.69 |
Number of long holdings: 211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 10.29 | 830.03 | -3.93% | |
Microsoft | US5949181045 | 9.91 | 395.12 | +1.49% | |
Meta Platforms | US30303M1027 | 6.33 | 439.10 | +2.08% | |
Amazon.com | US0231351067 | 5.18 | 178.86 | +2.21% | |
Alphabet C | US02079K1079 | 3.93 | 165.56 | +0.56% | |
Uber Tech | US90353T1007 | 3.58 | 67.77 | +2.26% | |
Sea | US81141R1005 | 2.16 | 62.69 | -0.79% | |
Roku | US77543R1023 | 2.05 | 59.13 | +2.55% | |
T-Mobile US | US8725901040 | 1.86 | 165.47 | +0.79% | |
Eli Lilly | US5324571083 | 1.82 | 776.70 | -0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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