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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.28 | 1.33 | 0.05 |
Shares | 95.23 | 95.23 | 0.00 |
Other | 3.48 | 3.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.40 | 27.55 |
Price to Book | 4.44 | 6.60 |
Price to Sales | 3.29 | 4.07 |
Price to Cash Flow | 15.86 | 18.34 |
Dividend Yield | 0.66 | 0.73 |
5 Years Earnings Growth | 16.42 | 14.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.34 | 38.64 |
Communication Services | 20.39 | 10.90 |
Financial Services | 13.24 | 9.32 |
Healthcare | 12.00 | 12.94 |
Consumer Cyclical | 11.61 | 14.31 |
Industrials | 6.36 | 7.11 |
Energy | 2.74 | 1.88 |
Basic Materials | 2.68 | 1.89 |
Consumer Defensive | 1.73 | 3.86 |
Utilities | 0.88 | 1.02 |
Real Estate | 0.01 | 1.71 |
Number of long holdings: 430
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.46 | 494.17 | -1.12% | |
Microsoft | US5949181045 | 7.55 | 411.84 | -0.66% | |
NVIDIA | US67066G1040 | 6.33 | 840.35 | -3.87% | |
Amazon.com | US0231351067 | 5.21 | 181.28 | -1.11% | |
Alphabet A | US02079K3059 | 5.20 | 155.47 | +0.69% | |
Berkshire Hathaway A | US0846701086 | 4.88 | 599,928 | +0.30% | |
Eli Lilly | US5324571083 | 3.00 | 750.87 | +0.55% | |
Apple | US0378331005 | 2.71 | 168.00 | -0.81% | |
Netflix | US64110L1061 | 1.99 | 613.69 | -0.62% | |
Regeneron Pharma | US75886F1075 | 1.77 | 901.19 | +0.79% |
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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