Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 64.09 | 64.09 | 0.00 |
| Bonds | 36.16 | 37.16 | 1.00 |
| Preferred | 0.01 | 0.01 | 0.00 |
| Other | 0.36 | 0.44 | 0.08 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 23.40 | 19.17 |
| Price to Book | 4.42 | 3.32 |
| Price to Sales | 3.13 | 2.32 |
| Price to Cash Flow | 15.34 | 12.61 |
| Dividend Yield | 1.23 | 1.88 |
| 5 Years Earnings Growth | 10.76 | 10.80 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 34.02 | 24.88 |
| Financial Services | 13.03 | 15.72 |
| Consumer Cyclical | 10.84 | 10.08 |
| Communication Services | 10.47 | 7.79 |
| Healthcare | 9.05 | 12.23 |
| Industrials | 8.34 | 10.22 |
| Consumer Defensive | 5.16 | 5.93 |
| Energy | 3.06 | 4.76 |
| Utilities | 2.30 | 3.24 |
| Real Estate | 2.00 | 3.23 |
| Basic Materials | 1.72 | 3.16 |
Number of long holdings: 4,774
Number of short holdings: 21
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 5.79 | 186.26 | +2.25% | |
| Microsoft | US5949181045 | 5.52 | 523.61 | +0.59% | |
| Apple | US0378331005 | 4.14 | 262.82 | +1.25% | |
| Amazon.com | US0231351067 | 3.17 | 224.21 | +1.41% | |
| Alphabet A | US02079K3059 | 3.03 | 259.92 | +2.70% | |
| Meta Platforms | US30303M1027 | 2.20 | 738.36 | +0.59% | |
| United States Treasury Notes 4% | - | 1.38 | - | - | |
| Broadcom | US11135F1012 | 1.37 | 354.13 | +2.86% | |
| United States Treasury Notes 3.875% | - | 0.95 | - | - | |
| United States Treasury Bonds 4.25% | - | 0.87 | - | - |
| 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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review