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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.24 | 2.29 | 0.05 |
Shares | 91.91 | 91.91 | 0.00 |
Other | 5.85 | 5.85 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.37 | 27.46 |
Price to Book | 4.39 | 7.02 |
Price to Sales | 3.91 | 4.61 |
Price to Cash Flow | 14.22 | 17.95 |
Dividend Yield | 0.72 | 0.72 |
5 Years Earnings Growth | 11.11 | 12.85 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 23.38 | 12.76 |
Technology | 22.79 | 39.23 |
Financial Services | 17.56 | 10.01 |
Consumer Cyclical | 11.01 | 14.29 |
Healthcare | 10.06 | 10.78 |
Industrials | 8.28 | 7.05 |
Basic Materials | 2.42 | 1.68 |
Consumer Defensive | 1.44 | 3.66 |
Utilities | 1.43 | 1.18 |
Energy | 1.31 | 1.39 |
Real Estate | 0.31 | 1.47 |
Number of long holdings: 399
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.61 | 733.63 | +1.04% | |
NVIDIA | US67066G1040 | 7.23 | 157.75 | +1.76% | |
Berkshire Hathaway A | US0846701086 | 6.28 | 730,940 | +0.16% | |
Alphabet A | US02079K3059 | 5.26 | 178.53 | +2.88% | |
Amazon.com | US0231351067 | 5.12 | 223.30 | +2.85% | |
Microsoft | US5949181045 | 5.12 | 495.94 | -0.30% | |
Netflix | US64110L1061 | 3.50 | 1,323.12 | +1.26% | |
Eli Lilly | US5324571083 | 2.39 | 775.45 | -2.47% | |
Space Exploration Tech Corp Pp | - | 2.35 | - | - | |
Apple | US0378331005 | 2.06 | 201.08 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
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