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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 3.92 | 3.20 |
Shares | 73.23 | 73.29 | 0.06 |
Bonds | 25.21 | 25.72 | 0.51 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.82 | 0.88 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 17.31 |
Price to Book | 2.74 | 2.66 |
Price to Sales | 1.96 | 1.79 |
Price to Cash Flow | 11.80 | 10.83 |
Dividend Yield | 1.85 | 2.11 |
5 Years Earnings Growth | 11.25 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.40 | 20.54 |
Financial Services | 15.35 | 15.22 |
Healthcare | 11.78 | 12.75 |
Industrials | 11.34 | 11.68 |
Consumer Cyclical | 11.01 | 10.05 |
Communication Services | 6.75 | 7.06 |
Consumer Defensive | 5.94 | 6.76 |
Basic Materials | 4.27 | 3.98 |
Energy | 4.27 | 5.64 |
Real Estate | 2.87 | 4.40 |
Utilities | 2.01 | 2.96 |
Number of long holdings: 7,784
Number of short holdings: 31
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.33 | 413.13 | -0.10% | |
Apple | US0378331005 | 2.26 | 181.79 | +0.04% | |
Amazon.com | US0231351067 | 1.60 | 189.63 | +0.49% | |
Alphabet A | US02079K3059 | 1.51 | 170.93 | +1.68% | |
MSCI EAFE Index Future Mar 24 | - | 1.31 | - | - | |
NVIDIA | US67066G1040 | 1.07 | 909.64 | -1.28% | |
Meta Platforms | US30303M1027 | 0.99 | 471.03 | +1.15% | |
United States Treasury Notes 4% | - | 0.81 | - | - | |
United States Treasury Notes 1.25% | - | 0.79 | - | - | |
JPMorgan | US46625H1005 | 0.78 | 192.22 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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