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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.11 | 2.16 | 0.05 |
Shares | 94.60 | 94.60 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.11 | 0.11 | 0.00 |
Other | 3.16 | 3.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.16 | 27.48 |
Price to Book | 6.97 | 7.02 |
Price to Sales | 3.76 | 4.61 |
Price to Cash Flow | 13.57 | 17.96 |
Dividend Yield | 0.62 | 0.72 |
5 Years Earnings Growth | 10.90 | 12.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.57 | 39.23 |
Communication Services | 22.32 | 12.76 |
Consumer Cyclical | 11.44 | 14.30 |
Financial Services | 6.08 | 10.01 |
Healthcare | 4.00 | 10.77 |
Consumer Defensive | 3.89 | 3.66 |
Industrials | 3.25 | 7.05 |
Utilities | 1.87 | 1.18 |
Real Estate | 0.49 | 1.47 |
Energy | 0.10 | 1.39 |
Number of long holdings: 200
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.57 | 159.34 | +1.33% | |
Microsoft | US5949181045 | 8.60 | 498.84 | +1.58% | |
Meta Platforms | US30303M1027 | 6.44 | 719.01 | +0.76% | |
Apple | US0378331005 | 5.63 | 213.55 | +0.52% | |
Amazon.com | US0231351067 | 5.21 | 223.41 | +1.59% | |
Alphabet C | US02079K1079 | 4.11 | 180.55 | +0.44% | |
Broadcom | US11135F1012 | 4.00 | 275.18 | +1.96% | |
Netflix | US64110L1061 | 2.76 | 1,297.18 | +0.96% | |
Visa A | US92826C8394 | 2.39 | 358.86 | +1.31% | |
Roku | US77543R1023 | 2.32 | 88.27 | +2.16% |
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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