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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.65 | 2.65 | 0.00 |
Shares | 94.41 | 94.41 | 0.00 |
Other | 2.94 | 2.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.90 | 27.82 |
Price to Book | 4.46 | 7.08 |
Price to Sales | 4.25 | 4.64 |
Price to Cash Flow | 12.97 | 17.92 |
Dividend Yield | 0.83 | 0.72 |
5 Years Earnings Growth | 9.49 | 12.75 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 26.25 | 12.88 |
Technology | 23.66 | 39.31 |
Financial Services | 20.41 | 9.94 |
Consumer Cyclical | 10.15 | 14.34 |
Healthcare | 7.53 | 10.62 |
Industrials | 6.35 | 7.07 |
Consumer Defensive | 2.17 | 3.65 |
Basic Materials | 1.18 | 1.66 |
Utilities | 1.18 | 1.20 |
Energy | 1.03 | 1.37 |
Real Estate | 0.09 | 1.46 |
Number of long holdings: 346
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 16.93 | 715.98 | +0.34% | |
Berkshire Hathaway A | US0846701086 | 9.07 | 723,344 | +0.03% | |
NVIDIA | US67066G1040 | 8.06 | 173.42 | +1.55% | |
Amazon.com | US0231351067 | 6.13 | 231.97 | +1.61% | |
Microsoft | US5949181045 | 5.17 | 512.14 | +1.24% | |
Netflix | US64110L1061 | 2.98 | 1,167.15 | -0.82% | |
Apple | US0378331005 | 2.34 | 214.98 | +0.39% | |
Amphenol | US0320951017 | 2.21 | 104.27 | +3.53% | |
Eli Lilly | US5324571083 | 2.02 | 806.34 | +0.93% | |
Alphabet A | US02079K3059 | 1.94 | 193.40 | +1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 | ||
Fidelity Growth Company | 61.58B | 3.99 | 27.72 | 18.71 |
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