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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.13 | 1.16 | 0.03 |
Shares | 93.50 | 93.50 | 0.00 |
Other | 5.37 | 5.37 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.10 | 27.77 |
Price to Book | 4.77 | 7.12 |
Price to Sales | 4.18 | 4.70 |
Price to Cash Flow | 15.47 | 18.44 |
Dividend Yield | 0.65 | 0.70 |
5 Years Earnings Growth | 12.47 | 13.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.79 | 39.51 |
Communication Services | 23.89 | 12.68 |
Financial Services | 16.49 | 9.90 |
Consumer Cyclical | 11.82 | 14.46 |
Healthcare | 9.42 | 10.83 |
Industrials | 7.07 | 6.88 |
Utilities | 1.98 | 1.15 |
Basic Materials | 1.82 | 1.64 |
Energy | 1.22 | 1.38 |
Consumer Defensive | 1.20 | 3.49 |
Real Estate | 0.28 | 1.46 |
Number of long holdings: 433
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 13.10 | 547.27 | +2.65% | |
NVIDIA | US67066G1040 | 7.97 | 111.01 | +4.30% | |
Berkshire Hathaway A | US0846701086 | 5.62 | 795,760 | -0.17% | |
Amazon.com | US0231351067 | 5.50 | 188.96 | +1.30% | |
Alphabet A | US02079K3059 | 5.46 | 161.96 | +1.68% | |
Microsoft | US5949181045 | 5.06 | 391.62 | +1.12% | |
Netflix | US64110L1061 | 2.80 | 1,101.45 | +0.42% | |
Apple | US0378331005 | 2.36 | 209.20 | +0.40% | |
Eli Lilly | US5324571083 | 2.35 | 884.54 | +2.89% | |
Space Exploration Tech Corp Pp | - | 2.18 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 100.03B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 56.32B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.94B | -13.06 | 10.03 | 15.84 |
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