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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.69 | 0.95 | 0.26 |
Shares | 98.99 | 98.99 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Other | 0.31 | 0.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.30 | 19.98 |
Price to Book | 3.77 | 3.86 |
Price to Sales | 2.70 | 2.56 |
Price to Cash Flow | 13.47 | 13.66 |
Dividend Yield | 1.44 | 1.58 |
5 Years Earnings Growth | 10.45 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.43 | 27.78 |
Financial Services | 13.75 | 15.01 |
Healthcare | 10.92 | 12.64 |
Consumer Cyclical | 10.57 | 10.32 |
Communication Services | 9.88 | 8.44 |
Industrials | 7.77 | 9.62 |
Consumer Defensive | 6.00 | 6.33 |
Energy | 3.72 | 3.91 |
Utilities | 2.87 | 2.78 |
Real Estate | 2.23 | 2.32 |
Basic Materials | 1.85 | 2.38 |
Number of long holdings: 343
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.88 | 202.82 | -0.22% | |
NVIDIA | US67066G1040 | 6.49 | 141.92 | +0.50% | |
Microsoft | US5949181045 | 6.40 | 463.87 | +0.19% | |
Amazon.com | US0231351067 | 4.36 | 207.23 | +0.74% | |
Alphabet A | US02079K3059 | 3.46 | 168.05 | +1.13% | |
Meta Platforms | US30303M1027 | 2.89 | 687.95 | +3.16% | |
Exxon Mobil | US30231G1022 | 1.74 | 102.30 | -1.45% | |
UnitedHealth | US91324P1021 | 1.58 | 300.38 | -0.28% | |
Tesla | US88160R1014 | 1.30 | 332.05 | -3.55% | |
Cisco | US17275R1023 | 1.26 | 64.39 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 633.85B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 144.14B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 105.88B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 62.35B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 60.06B | -12.53 | 16.00 | 16.01 |
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