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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.52 | 2.52 | 0.00 |
Shares | 94.48 | 94.48 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 2.80 | 2.80 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.68 | 28.56 |
Price to Book | 7.40 | 7.27 |
Price to Sales | 3.81 | 4.77 |
Price to Cash Flow | 10.89 | 18.28 |
Dividend Yield | 0.68 | 0.72 |
5 Years Earnings Growth | 10.02 | 12.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.98 | 39.92 |
Communication Services | 24.68 | 12.86 |
Consumer Cyclical | 13.62 | 14.26 |
Financial Services | 5.49 | 9.83 |
Consumer Defensive | 3.32 | 3.59 |
Healthcare | 3.11 | 10.29 |
Industrials | 2.95 | 7.11 |
Utilities | 2.35 | 1.20 |
Real Estate | 0.42 | 1.43 |
Energy | 0.08 | 1.31 |
Number of long holdings: 177
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.79 | 173.72 | -2.33% | |
Microsoft | US5949181045 | 9.63 | 524.11 | -1.76% | |
Meta Platforms | US30303M1027 | 7.62 | 750.01 | -3.03% | |
Amazon.com | US0231351067 | 6.96 | 214.75 | -8.27% | |
Alphabet C | US02079K1079 | 4.89 | 189.95 | -1.51% | |
Apple | US0378331005 | 4.62 | 202.38 | -2.50% | |
Broadcom | US11135F1012 | 4.53 | 288.64 | -1.72% | |
Roku | US77543R1023 | 2.62 | 79.98 | -15.06% | |
Netflix | US64110L1061 | 2.55 | 1,158.60 | -0.07% | |
Visa A | US92826C8394 | 2.26 | 339.35 | -1.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 4.18 | 29.97 | 17.91 |
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