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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 86.63 | 86.68 | 0.05 |
Bonds | 15.23 | 15.42 | 0.19 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 1.05 | 1.28 | 0.23 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.55 | 18.11 |
Price to Book | 2.91 | 2.65 |
Price to Sales | 2.19 | 1.90 |
Price to Cash Flow | 12.00 | 11.27 |
Dividend Yield | 1.87 | 2.10 |
5 Years Earnings Growth | 9.18 | 9.44 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.82 | 22.09 |
Financial Services | 18.64 | 17.35 |
Industrials | 13.18 | 12.44 |
Consumer Cyclical | 10.83 | 10.44 |
Healthcare | 8.70 | 10.03 |
Communication Services | 8.34 | 7.45 |
Consumer Defensive | 4.94 | 5.66 |
Basic Materials | 4.03 | 3.68 |
Energy | 3.16 | 3.75 |
Real Estate | 2.39 | 4.41 |
Utilities | 1.98 | 2.68 |
Number of long holdings: 6,601
Number of short holdings: 49
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P 500 Future June 25 | - | 3.66 | - | - | |
Fidelity Enhanced Small Cap ETF | - | 3.22 | - | - | |
Microsoft | US5949181045 | 3.16 | 522.04 | +0.23% | |
Fidelity Blue Chip Growth ETF | - | 2.99 | - | - | |
Apple | US0378331005 | 2.71 | 229.35 | +4.24% | |
NVIDIA | US67066G1040 | 2.67 | 182.70 | +1.07% | |
Amazon.com | US0231351067 | 1.68 | 222.69 | -0.20% | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.50 | 87.29 | -0.43% | |
Fidelity Hedged Equity ETF | - | 1.48 | - | - | |
Fidelity Fundamental Small-Mid Cap ETF | - | 1.39 | - | - |
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 |
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