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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 2.17 | 0.00 |
Shares | 92.05 | 92.05 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 5.77 | 5.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.46 | 27.80 |
Price to Book | 4.65 | 7.07 |
Price to Sales | 4.25 | 4.64 |
Price to Cash Flow | 13.06 | 17.91 |
Dividend Yield | 0.79 | 0.72 |
5 Years Earnings Growth | 9.89 | 12.75 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 24.23 | 12.88 |
Technology | 24.16 | 39.28 |
Financial Services | 16.60 | 9.98 |
Consumer Cyclical | 10.87 | 14.33 |
Industrials | 8.95 | 7.08 |
Healthcare | 8.36 | 10.62 |
Basic Materials | 2.40 | 1.66 |
Utilities | 1.56 | 1.20 |
Consumer Defensive | 1.37 | 3.65 |
Energy | 1.25 | 1.37 |
Real Estate | 0.26 | 1.46 |
Number of long holdings: 396
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 12.56 | 717.51 | -1.34% | |
NVIDIA | US67066G1040 | 8.28 | 164.92 | +0.50% | |
Berkshire Hathaway A | US0846701086 | 5.49 | 712,842 | -0.60% | |
Microsoft | US5949181045 | 5.47 | 503.32 | +0.37% | |
Amazon.com | US0231351067 | 5.22 | 225.02 | +1.24% | |
Alphabet A | US02079K3059 | 4.89 | 180.19 | +1.45% | |
Netflix | US64110L1061 | 3.44 | 1,245.11 | -0.44% | |
Space Exploration Tech Corp Pp | - | 2.17 | - | - | |
Eli Lilly | US5324571083 | 1.69 | 793.01 | +0.30% | |
Apple | US0378331005 | 1.59 | 211.16 | -0.59% |
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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