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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.20 | 0.00 |
Shares | 95.96 | 95.96 | 0.00 |
Bonds | 0.05 | 0.05 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 3.76 | 3.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.15 | 28.99 |
Price to Book | 7.83 | 7.37 |
Price to Sales | 4.84 | 4.85 |
Price to Cash Flow | 16.35 | 18.52 |
Dividend Yield | 0.51 | 0.72 |
5 Years Earnings Growth | 11.52 | 12.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.99 | 40.26 |
Consumer Cyclical | 14.96 | 14.18 |
Communication Services | 13.98 | 12.88 |
Healthcare | 9.52 | 10.14 |
Financial Services | 5.18 | 9.74 |
Consumer Defensive | 3.49 | 3.54 |
Industrials | 1.89 | 7.10 |
Basic Materials | 0.43 | 1.63 |
Energy | 0.38 | 1.30 |
Real Estate | 0.18 | 1.42 |
Number of long holdings: 582
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 17.39 | 181.92 | +0.64% | |
Microsoft | US5949181045 | 8.58 | 522.70 | +0.36% | |
Apple | US0378331005 | 7.10 | 222.40 | +1.07% | |
Amazon.com | US0231351067 | 6.81 | 222.63 | -0.23% | |
Meta Platforms | US30303M1027 | 4.47 | 765.27 | +0.45% | |
Alphabet A | US02079K3059 | 3.19 | 201.10 | +2.33% | |
Netflix | US64110L1061 | 1.95 | 1,202.89 | +1.91% | |
Eli Lilly | US5324571083 | 1.95 | 635.57 | -0.83% | |
Alphabet C | US02079K1079 | 1.95 | 201.81 | +2.29% | |
Tesla | US88160R1014 | 1.57 | 331.46 | +2.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity International Index Inst | 63.68B | 17.69 | 13.39 | 6.28 |
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