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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.83 | 99.83 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.30 | 0.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.48 | 27.95 |
Price to Book | 5.77 | 6.66 |
Price to Sales | 3.72 | 4.16 |
Price to Cash Flow | 14.47 | 18.49 |
Dividend Yield | 0.88 | 0.71 |
5 Years Earnings Growth | 15.50 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 36.30 | 38.71 |
Healthcare | 14.71 | 12.87 |
Industrials | 12.96 | 7.18 |
Consumer Cyclical | 11.58 | 14.19 |
Financial Services | 9.39 | 9.29 |
Communication Services | 8.67 | 11.04 |
Energy | 2.71 | 1.87 |
Consumer Defensive | 2.24 | 3.85 |
Basic Materials | 1.21 | 1.90 |
Utilities | 0.22 | 1.04 |
Number of long holdings: 151
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 10.05 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 6.08 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 3.71 | 186.24 | +0.82% | |
Uber Tech | US90353T1007 | 3.62 | 69.23 | +0.96% | |
Boston Scientific | US1011371077 | 2.67 | 72.86 | +1.15% | |
Mastercard | US57636Q1040 | 2.57 | 443.61 | +0.57% | |
Ingersoll Rand | US45687V1061 | 2.02 | 86.71 | -6.61% | |
Netflix | US64110L1061 | 1.87 | 579.34 | +2.51% | |
Apple | US0378331005 | 1.78 | 183.36 | +5.97% | |
AbbVie | US00287Y1091 | 1.66 | 163.79 | +1.85% |
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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