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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.99 | 2.04 | 0.05 |
Shares | 95.69 | 95.69 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.31 | 2.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.21 | 27.04 |
Price to Book | 4.17 | 6.50 |
Price to Sales | 3.09 | 4.00 |
Price to Cash Flow | 15.31 | 18.26 |
Dividend Yield | 0.67 | 0.74 |
5 Years Earnings Growth | 14.65 | 14.21 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.60 | 38.50 |
Communication Services | 21.18 | 10.84 |
Financial Services | 16.49 | 9.39 |
Healthcare | 12.29 | 13.03 |
Consumer Cyclical | 11.10 | 14.31 |
Industrials | 4.89 | 7.03 |
Energy | 2.93 | 1.98 |
Basic Materials | 2.14 | 1.86 |
Consumer Defensive | 2.05 | 3.90 |
Utilities | 0.33 | 1.02 |
Number of long holdings: 346
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 13.23 | 485.58 | -1.68% | |
Berkshire Hathaway A | US0846701086 | 8.89 | 634,440 | +0.77% | |
Microsoft | US5949181045 | 7.03 | 420.72 | -0.17% | |
Amazon.com | US0231351067 | 6.13 | 180.38 | +0.31% | |
NVIDIA | US67066G1040 | 5.09 | 903.56 | +0.12% | |
Apple | US0378331005 | 3.85 | 171.48 | -1.06% | |
UnitedHealth | US91324P1021 | 3.17 | 494.70 | +0.32% | |
Eli Lilly | US5324571083 | 2.82 | 777.96 | -0.03% | |
Alphabet A | US02079K3059 | 2.54 | 150.93 | +0.04% | |
Alphabet C | US02079K1079 | 2.20 | 152.26 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 515.22B | 7.11 | 11.90 | 12.69 | ||
Fidelity Contrafund K | 128.94B | 14.70 | 12.47 | 14.12 | ||
Fidelity Total Market Index Instl b | 88.99B | 6.60 | 9.75 | 11.97 | ||
Strategic Advisers Core | 60.55B | 7.91 | 12.01 | 12.43 | ||
Fidelity Blue Chip Growth | 53.78B | 12.40 | 8.44 | 16.56 |
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