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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 3.73 | 3.56 |
Shares | 64.17 | 64.19 | 0.02 |
Bonds | 34.71 | 35.46 | 0.75 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.93 | 1.36 | 0.43 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.72 | 17.61 |
Price to Book | 3.03 | 2.64 |
Price to Sales | 2.28 | 2.00 |
Price to Cash Flow | 12.28 | 11.17 |
Dividend Yield | 1.79 | 2.50 |
5 Years Earnings Growth | 9.86 | 9.23 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.30 | 20.35 |
Financial Services | 18.04 | 17.81 |
Industrials | 13.16 | 11.89 |
Consumer Cyclical | 10.67 | 9.63 |
Communication Services | 8.95 | 7.49 |
Healthcare | 8.08 | 9.90 |
Consumer Defensive | 4.48 | 6.76 |
Basic Materials | 4.11 | 3.97 |
Energy | 3.12 | 4.74 |
Real Estate | 2.08 | 4.90 |
Utilities | 2.01 | 3.63 |
Number of long holdings: 6,717
Number of short holdings: 42
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 2.63 | 184.09 | +0.47% | |
Fidelity Enhanced Small Cap ETF | - | 2.55 | - | - | |
Microsoft | US5949181045 | 2.51 | 517.28 | +0.72% | |
Fidelity Blue Chip Growth ETF | - | 2.48 | - | - | |
Apple | US0378331005 | 1.88 | 263.33 | +4.38% | |
Alphabet A | US02079K3059 | 1.41 | 256.19 | +1.14% | |
Amazon.com | US0231351067 | 1.39 | 215.90 | +1.34% | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.22 | 91.44 | +0.26% | |
Taiwan Semiconductor | TW0002330008 | 1.19 | 1,450.00 | -2.36% | |
Fidelity Fundamental Small-Mid Cap ETF | - | 1.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
Fidelity Contrafund | 162.29B | 18.66 | 32.68 | 17.26 | ||
Fidelity Total Market Index Instl b | 120.49B | 14.36 | 24.18 | 14.66 | ||
Fidelity Blue Chip Growth | 71.08B | 15.85 | 35.38 | 19.97 | ||
Fidelity Growth Company | 69.53B | 18.62 | 34.67 | 21.18 |
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