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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.79 | 2.79 | 0.00 |
Shares | 97.16 | 97.21 | 0.05 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.31 | 20.27 |
Price to Book | 3.08 | 3.93 |
Price to Sales | 2.03 | 2.60 |
Price to Cash Flow | 11.25 | 13.96 |
Dividend Yield | 1.73 | 1.55 |
5 Years Earnings Growth | 11.43 | 11.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.10 | 27.98 |
Financial Services | 18.50 | 14.97 |
Industrials | 14.60 | 9.57 |
Healthcare | 12.04 | 12.50 |
Communication Services | 9.96 | 8.51 |
Energy | 8.38 | 3.89 |
Consumer Defensive | 4.53 | 6.24 |
Utilities | 4.28 | 2.74 |
Consumer Cyclical | 3.29 | 10.46 |
Basic Materials | 1.37 | 2.37 |
Real Estate | 0.96 | 2.30 |
Number of long holdings: 169
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 6.71 | 73.69 | +2.62% | |
Microsoft | US5949181045 | 5.92 | 435.89 | +2.46% | |
GE Aerospace | US3696043013 | 5.71 | 206.43 | +1.39% | |
NVIDIA | US67066G1040 | 5.07 | 114.74 | +2.80% | |
Exxon Mobil | US30231G1022 | 4.34 | 105.63 | -0.14% | |
Boeing | US0970231058 | 3.35 | 185.39 | +1.37% | |
Meta Platforms | US30303M1027 | 3.31 | 596.49 | +4.24% | |
GE Vernova LLC | US36828A1016 | 2.92 | 398.08 | +4.13% | |
Bank of America | US0605051046 | 2.75 | 40.85 | +1.71% | |
Apple | US0378331005 | 2.68 | 205.03 | -3.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.44B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 99.37B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 58.83B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.71B | -13.06 | 10.03 | 15.84 |
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