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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 97.49 | 97.50 | 0.01 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 2.42 | 2.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.51 | 27.93 |
Price to Book | 7.24 | 6.65 |
Price to Sales | 4.10 | 4.15 |
Price to Cash Flow | 17.01 | 18.47 |
Dividend Yield | 0.46 | 0.72 |
5 Years Earnings Growth | 17.79 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.73 | 38.72 |
Consumer Cyclical | 21.25 | 14.20 |
Communication Services | 15.99 | 11.02 |
Healthcare | 8.63 | 12.87 |
Financial Services | 2.53 | 9.29 |
Consumer Defensive | 2.35 | 3.84 |
Energy | 1.64 | 1.87 |
Industrials | 1.58 | 7.18 |
Real Estate | 0.20 | 1.69 |
Basic Materials | 0.10 | 1.90 |
Number of long holdings: 344
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 12.94 | 864.02 | -1.54% | |
Microsoft | US5949181045 | 9.28 | 389.33 | -3.21% | |
Amazon.com | US0231351067 | 8.77 | 175.00 | -3.29% | |
Apple | US0378331005 | 7.44 | 170.33 | -1.83% | |
Meta Platforms | US30303M1027 | 5.73 | 430.17 | -0.57% | |
Alphabet A | US02079K3059 | 5.53 | 162.78 | -2.03% | |
Marvell | US5738741041 | 3.37 | 65.91 | -4.13% | |
Eli Lilly | US5324571083 | 2.64 | 781.56 | +6.02% | |
Uber Tech | US90353T1007 | 2.35 | 66.26 | -1.69% | |
Netflix | US64110L1061 | 2.20 | 550.64 | -1.58% |
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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