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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.12 | 13.79 | 3.67 |
Shares | 35.50 | 35.50 | 0.00 |
Bonds | 53.67 | 54.77 | 1.10 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.71 | 0.89 | 0.18 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 16.95 |
Price to Book | 2.77 | 2.44 |
Price to Sales | 2.10 | 1.85 |
Price to Cash Flow | 11.34 | 10.59 |
Dividend Yield | 1.98 | 2.61 |
5 Years Earnings Growth | 10.36 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.12 | 18.76 |
Financial Services | 18.09 | 17.45 |
Industrials | 12.01 | 11.34 |
Consumer Cyclical | 10.97 | 8.67 |
Healthcare | 9.71 | 9.95 |
Communication Services | 7.99 | 6.35 |
Consumer Defensive | 4.98 | 6.38 |
Basic Materials | 3.96 | 3.61 |
Energy | 3.65 | 4.86 |
Real Estate | 3.42 | 8.54 |
Utilities | 2.09 | 5.08 |
Number of long holdings: 6,716
Number of short holdings: 43
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Low Duration Bond ETF | - | 5.27 | - | - | |
United States Treasury Notes 4% | - | 1.65 | - | - | |
Fidelity Enhanced Small Cap ETF | - | 1.44 | - | - | |
Apple | US0378331005 | 1.29 | 201.08 | +0.04% | |
Fidelity Blue Chip Growth ETF | - | 1.20 | - | - | |
United States Treasury Notes 3.875% | - | 1.14 | - | - | |
United States Treasury Bonds 4.25% | - | 1.09 | - | - | |
NVIDIA | US67066G1040 | 1.06 | 157.75 | +1.76% | |
Microsoft | US5949181045 | 1.05 | 495.94 | -0.30% | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.03 | 87.39 | -0.64% |
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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