
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.74 | 5.85 | 3.11 |
Shares | 56.04 | 56.22 | 0.18 |
Bonds | 40.31 | 41.14 | 0.83 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.88 | 1.14 | 0.26 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.58 | 17.60 |
Price to Book | 2.92 | 2.72 |
Price to Sales | 2.18 | 1.99 |
Price to Cash Flow | 11.96 | 10.83 |
Dividend Yield | 1.86 | 2.50 |
5 Years Earnings Growth | 9.18 | 9.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 20.05 |
Financial Services | 18.40 | 17.96 |
Industrials | 13.01 | 11.95 |
Consumer Cyclical | 10.86 | 9.71 |
Healthcare | 8.68 | 9.89 |
Communication Services | 8.37 | 7.37 |
Consumer Defensive | 4.91 | 6.81 |
Basic Materials | 3.96 | 3.98 |
Energy | 3.18 | 4.81 |
Real Estate | 2.70 | 5.09 |
Utilities | 1.96 | 3.52 |
Number of long holdings: 6,754
Number of short holdings: 50
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Enhanced Small Cap ETF | - | 2.24 | - | - | |
Microsoft | US5949181045 | 2.22 | 507.23 | +0.59% | |
Fidelity Blue Chip Growth ETF | - | 2.08 | - | - | |
Apple | US0378331005 | 1.91 | 227.76 | +1.27% | |
NVIDIA | US67066G1040 | 1.88 | 177.99 | +1.72% | |
Fidelity Hedged Equity ETF | - | 1.52 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.47 | 87.05 | +0.74% | |
United States Treasury Notes 4% | - | 1.23 | - | - | |
Amazon.com | US0231351067 | 1.18 | 228.84 | +3.10% | |
Fidelity Fundamental Small-Mid Cap ETF | - | 0.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review