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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.01 | 3.04 | 0.03 |
Shares | 94.08 | 94.08 | 0.00 |
Other | 2.90 | 2.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.37 | 27.09 |
Price to Book | 4.19 | 6.97 |
Price to Sales | 3.85 | 4.58 |
Price to Cash Flow | 14.10 | 17.91 |
Dividend Yield | 0.69 | 0.71 |
5 Years Earnings Growth | 11.78 | 13.19 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 25.08 | 12.69 |
Technology | 22.05 | 39.25 |
Financial Services | 21.94 | 9.99 |
Consumer Cyclical | 10.40 | 14.25 |
Healthcare | 9.73 | 10.97 |
Industrials | 4.87 | 6.99 |
Consumer Defensive | 1.91 | 3.62 |
Utilities | 1.50 | 1.16 |
Energy | 1.27 | 1.41 |
Basic Materials | 1.12 | 1.67 |
Real Estate | 0.13 | 1.51 |
Number of long holdings: 342
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 16.30 | 694.08 | -0.52% | |
Berkshire Hathaway A | US0846701086 | 10.34 | 739,925 | 0.01% | |
NVIDIA | US67066G1040 | 7.07 | 142.57 | +0.60% | |
Amazon.com | US0231351067 | 6.16 | 216.98 | +1.60% | |
Microsoft | US5949181045 | 4.61 | 472.75 | +0.50% | |
Apple | US0378331005 | 3.03 | 201.45 | -1.21% | |
Eli Lilly | US5324571083 | 2.61 | 773.58 | +0.48% | |
Netflix | US64110L1061 | 2.49 | 1,224.46 | -1.37% | |
Alphabet A | US02079K3059 | 2.04 | 176.09 | +1.51% | |
Visa A | US92826C8394 | 1.91 | 366.66 | -0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 | ||
Fidelity Growth Company | 52.49B | -11.90 | 15.64 | 16.89 |
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