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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.15 | 2.16 | 0.01 |
Shares | 95.17 | 95.17 | 0.00 |
Other | 2.67 | 2.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.53 | 27.71 |
Price to Book | 4.53 | 7.11 |
Price to Sales | 4.13 | 4.68 |
Price to Cash Flow | 15.54 | 18.39 |
Dividend Yield | 0.64 | 0.70 |
5 Years Earnings Growth | 12.37 | 13.64 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 26.07 | 12.69 |
Technology | 23.08 | 39.48 |
Financial Services | 20.47 | 9.90 |
Consumer Cyclical | 10.73 | 14.45 |
Healthcare | 9.21 | 10.84 |
Industrials | 4.88 | 6.88 |
Consumer Defensive | 1.85 | 3.49 |
Utilities | 1.55 | 1.15 |
Energy | 1.09 | 1.38 |
Basic Materials | 0.93 | 1.64 |
Real Estate | 0.13 | 1.47 |
Number of long holdings: 373
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 17.39 | 597.02 | +4.34% | |
Berkshire Hathaway A | US0846701086 | 9.23 | 809,350 | +1.75% | |
NVIDIA | US67066G1040 | 7.52 | 114.50 | +2.59% | |
Amazon.com | US0231351067 | 6.35 | 189.98 | -0.12% | |
Microsoft | US5949181045 | 4.59 | 435.28 | +2.32% | |
Apple | US0378331005 | 3.10 | 205.35 | -3.74% | |
Eli Lilly | US5324571083 | 2.72 | 823.62 | +3.72% | |
Netflix | US64110L1061 | 2.41 | 1,156.49 | +2.03% | |
Alphabet A | US02079K3059 | 2.15 | 164.03 | +1.69% | |
Visa A | US92826C8394 | 1.80 | 347.60 | +1.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.44B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 99.37B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 58.83B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.71B | -13.06 | 10.03 | 15.84 |
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