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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.99 | 4.48 | 2.49 |
Shares | 71.60 | 71.68 | 0.08 |
Bonds | 25.39 | 25.95 | 0.56 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.99 | 1.18 | 0.19 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.40 | - |
Price to Book | 2.76 | - |
Price to Sales | 2.08 | - |
Price to Cash Flow | 11.34 | - |
Dividend Yield | 2.01 | - |
5 Years Earnings Growth | 9.43 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 22.83 | - |
Financial Services | 18.62 | - |
Industrials | 13.04 | - |
Consumer Cyclical | 10.82 | - |
Healthcare | 9.57 | - |
Communication Services | 7.99 | - |
Consumer Defensive | 5.06 | - |
Basic Materials | 4.07 | - |
Energy | 3.23 | - |
Real Estate | 2.71 | - |
Utilities | 2.04 | - |
Number of long holdings: 6,708
Number of short holdings: 43
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Enhanced Small Cap ETF | - | 2.79 | - | - | |
Apple | US0378331005 | 2.67 | 210.16 | +0.50% | |
Microsoft | US5949181045 | 2.49 | 505.62 | -0.04% | |
Fidelity Blue Chip Growth ETF | - | 2.48 | - | - | |
NVIDIA | US67066G1040 | 1.98 | 171.34 | +0.37% | |
Fidelity Hedged Equity ETF | - | 1.49 | - | - | |
Amazon.com | US0231351067 | 1.42 | 223.17 | -1.40% | |
Fidelity Fundamental Small-Mid Cap ETF | - | 1.20 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.08 | 85.13 | +0.14% | |
Alphabet A | US02079K3059 | 1.07 | 182.97 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 |
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