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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.60 | 7.37 | 3.77 |
Shares | 54.62 | 54.64 | 0.02 |
Bonds | 40.87 | 41.91 | 1.04 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.88 | 1.07 | 0.19 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.46 | 17.24 |
Price to Book | 2.77 | 2.68 |
Price to Sales | 2.08 | 1.95 |
Price to Cash Flow | 11.36 | 10.66 |
Dividend Yield | 2.00 | 2.56 |
5 Years Earnings Growth | 9.43 | 9.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.09 | 19.37 |
Financial Services | 18.38 | 17.96 |
Industrials | 12.79 | 11.84 |
Consumer Cyclical | 10.83 | 9.81 |
Healthcare | 9.58 | 10.35 |
Communication Services | 8.04 | 7.25 |
Consumer Defensive | 5.08 | 7.09 |
Basic Materials | 3.97 | 4.03 |
Energy | 3.25 | 4.84 |
Real Estate | 2.94 | 4.98 |
Utilities | 2.05 | 3.52 |
Number of long holdings: 6,751
Number of short holdings: 42
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Enhanced Small Cap ETF | - | 2.16 | - | - | |
Apple | US0378331005 | 2.06 | 202.38 | -2.50% | |
Microsoft | US5949181045 | 1.92 | 524.11 | -1.76% | |
Fidelity Blue Chip Growth ETF | - | 1.92 | - | - | |
NVIDIA | US67066G1040 | 1.53 | 173.72 | -2.33% | |
Fidelity Hedged Equity ETF | - | 1.48 | - | - | |
United States Treasury Notes 4% | - | 1.31 | - | - | |
Amazon.com | US0231351067 | 1.10 | 214.75 | -8.27% | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.02 | 87.82 | +1.04% | |
10 Year Treasury Note Future June 25 | - | 1.00 | - | - |
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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