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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 86.26 | 86.26 | 0.00 |
Bonds | 13.49 | 13.72 | 0.23 |
Other | 0.92 | 0.96 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.88 | 17.65 |
Price to Book | 2.74 | 2.74 |
Price to Sales | 1.95 | 1.86 |
Price to Cash Flow | 11.79 | 11.14 |
Dividend Yield | 1.87 | 2.02 |
5 Years Earnings Growth | 11.23 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.33 | 20.68 |
Financial Services | 15.41 | 14.98 |
Healthcare | 11.80 | 12.79 |
Industrials | 11.39 | 12.58 |
Consumer Cyclical | 11.01 | 12.04 |
Communication Services | 6.71 | 6.59 |
Consumer Defensive | 5.95 | 6.33 |
Basic Materials | 4.31 | 3.81 |
Energy | 4.24 | 4.62 |
Real Estate | 2.85 | 4.02 |
Utilities | 2.01 | 2.49 |
Number of long holdings: 7,278
Number of short holdings: 30
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.75 | 406.66 | +2.22% | |
Apple | US0378331005 | 2.54 | 183.36 | +5.97% | |
E-mini S&P 500 Future Mar 24 | - | 2.39 | - | - | |
Amazon.com | US0231351067 | 1.81 | 186.24 | +0.82% | |
MSCI EAFE Index Future Mar 24 | - | 1.77 | - | - | |
Alphabet A | US02079K3059 | 1.69 | 167.21 | +0.35% | |
NVIDIA | US67066G1040 | 1.20 | 887.83 | +3.46% | |
Meta Platforms | US30303M1027 | 1.12 | 452.05 | +2.35% | |
JPMorgan | US46625H1005 | 0.88 | 190.53 | -0.59% | |
Taiwan Semicon | TW0002330008 | 0.88 | 780.00 | +1.04% |
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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