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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.06 | 0.06 | 0.00 |
Shares | 99.94 | 99.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 20.75 |
Price to Book | 2.77 | 3.96 |
Price to Sales | 1.89 | 2.65 |
Price to Cash Flow | 10.42 | 13.91 |
Dividend Yield | 2.51 | 1.55 |
5 Years Earnings Growth | 10.14 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.75 | 28.78 |
Financial Services | 18.75 | 14.94 |
Industrials | 15.38 | 9.88 |
Communication Services | 10.83 | 8.67 |
Energy | 8.69 | 3.68 |
Consumer Cyclical | 6.28 | 10.33 |
Healthcare | 5.63 | 11.76 |
Consumer Defensive | 5.26 | 6.17 |
Utilities | 2.95 | 2.65 |
Real Estate | 1.94 | 2.25 |
Basic Materials | 1.54 | 2.36 |
Number of long holdings: 121
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.22 | 180.31 | +0.49% | |
Microsoft | US5949181045 | 5.88 | 519.48 | -1.04% | |
Meta Platforms | US30303M1027 | 4.68 | 760.95 | -1.43% | |
Alphabet A | US02079K3059 | 4.28 | 196.25 | +0.08% | |
Boeing | US0970231058 | 3.64 | 227.19 | +0.96% | |
GE Vernova LLC | US36828A1016 | 2.81 | 646.60 | -2.70% | |
Broadcom | US11135F1012 | 2.40 | 303.31 | +0.54% | |
Brookfield | CA11271J1075 | 2.34 | 65.00 | -3.69% | |
Wells Fargo&Co | US9497461015 | 2.07 | 76.91 | -0.90% | |
Visa A | US92826C8394 | 2.01 | 331.66 | -2.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 4.18 | 29.97 | 17.91 |
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