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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.36 | 1.40 | 0.04 |
Shares | 92.80 | 92.80 | 0.00 |
Other | 5.84 | 5.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.87 | 27.09 |
Price to Book | 4.39 | 6.97 |
Price to Sales | 3.88 | 4.58 |
Price to Cash Flow | 14.01 | 17.91 |
Dividend Yield | 0.70 | 0.71 |
5 Years Earnings Growth | 12.07 | 13.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.56 | 39.25 |
Communication Services | 23.11 | 12.69 |
Financial Services | 17.66 | 9.99 |
Consumer Cyclical | 11.54 | 14.25 |
Healthcare | 9.92 | 10.97 |
Industrials | 7.24 | 6.99 |
Basic Materials | 2.11 | 1.67 |
Utilities | 1.89 | 1.16 |
Energy | 1.38 | 1.41 |
Consumer Defensive | 1.30 | 3.62 |
Real Estate | 0.30 | 1.51 |
Number of long holdings: 401
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 12.30 | 703.10 | +0.10% | |
NVIDIA | US67066G1040 | 7.51 | 144.23 | +0.19% | |
Berkshire Hathaway A | US0846701086 | 6.30 | 735,860 | -0.02% | |
Amazon.com | US0231351067 | 5.35 | 217.29 | -0.15% | |
Alphabet A | US02079K3059 | 5.29 | 179.15 | +0.31% | |
Microsoft | US5949181045 | 5.14 | 474.12 | +0.68% | |
Netflix | US64110L1061 | 2.90 | 1,211.76 | +0.68% | |
Space Exploration Tech Corp Pp | - | 2.37 | - | - | |
Apple | US0378331005 | 2.32 | 202.50 | -0.08% | |
Eli Lilly | US5324571083 | 2.27 | 816.34 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
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