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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.30 | 0.00 |
Shares | 99.70 | 99.70 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.50 | 21.22 |
Price to Book | 3.07 | 4.03 |
Price to Sales | 2.31 | 2.73 |
Price to Cash Flow | 8.62 | 14.14 |
Dividend Yield | 1.99 | 1.50 |
5 Years Earnings Growth | 10.23 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.57 | 29.42 |
Financial Services | 17.24 | 14.77 |
Industrials | 13.94 | 9.76 |
Communication Services | 10.94 | 8.98 |
Energy | 8.15 | 3.64 |
Healthcare | 5.84 | 11.46 |
Consumer Cyclical | 5.82 | 10.40 |
Consumer Defensive | 3.96 | 5.87 |
Utilities | 2.80 | 2.58 |
Real Estate | 2.41 | 2.18 |
Basic Materials | 1.33 | 2.39 |
Number of long holdings: 128
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.35 | 182.64 | -0.32% | |
Microsoft | US5949181045 | 6.20 | 516.83 | +0.63% | |
Alphabet A | US02079K3059 | 4.89 | 256.55 | +1.28% | |
Meta Platforms | US30303M1027 | 4.65 | 732.10 | +2.12% | |
Boeing | US0970231058 | 3.66 | 216.82 | +1.82% | |
Broadcom | US11135F1012 | 2.60 | 349.15 | -0.05% | |
Brookfield | CA11271J1075 | 2.37 | 45.12 | +1.48% | |
GE Vernova LLC | US36828A1016 | 2.19 | 594.07 | -0.99% | |
Bank of America | US0605051046 | 2.04 | 52.04 | +1.48% | |
Wells Fargo&Co | US9497461015 | 2.02 | 86.02 | +3.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
Fidelity Contrafund | 162.29B | 18.66 | 32.68 | 17.26 | ||
Fidelity Total Market Index Instl b | 120.49B | 14.36 | 24.18 | 14.66 | ||
Fidelity Blue Chip Growth | 71.08B | 15.85 | 35.38 | 19.97 | ||
Fidelity Growth Company | 69.53B | 18.62 | 34.67 | 21.18 |
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