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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.08 | 0.11 | 0.03 |
Shares | 96.21 | 96.21 | 0.00 |
Bonds | 0.05 | 0.05 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 3.64 | 3.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.90 | 27.71 |
Price to Book | 7.32 | 7.11 |
Price to Sales | 4.55 | 4.68 |
Price to Cash Flow | 17.02 | 18.39 |
Dividend Yield | 0.47 | 0.70 |
5 Years Earnings Growth | 16.06 | 13.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.10 | 39.48 |
Consumer Cyclical | 16.76 | 14.45 |
Communication Services | 12.86 | 12.69 |
Healthcare | 10.71 | 10.84 |
Financial Services | 4.62 | 9.90 |
Consumer Defensive | 3.16 | 3.49 |
Industrials | 1.94 | 6.88 |
Energy | 0.35 | 1.38 |
Basic Materials | 0.30 | 1.64 |
Real Estate | 0.17 | 1.47 |
Utilities | 0.03 | 1.15 |
Number of long holdings: 595
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.04 | 114.50 | +2.59% | |
Apple | US0378331005 | 9.11 | 205.35 | -3.74% | |
Amazon.com | US0231351067 | 7.34 | 189.98 | -0.12% | |
Microsoft | US5949181045 | 6.94 | 435.28 | +2.32% | |
Meta Platforms | US30303M1027 | 3.97 | 597.02 | +4.34% | |
Alphabet A | US02079K3059 | 3.75 | 164.03 | +1.69% | |
Eli Lilly | US5324571083 | 2.42 | 823.62 | +3.72% | |
Alphabet C | US02079K1079 | 2.26 | 165.81 | +1.86% | |
Lululemon Athletica | US5500211090 | 1.62 | 277.36 | +3.26% | |
Nutanix | US67059N1081 | 1.53 | 72.54 | +2.30% |
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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