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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.14 | 1.29 | 0.15 |
Shares | 98.61 | 98.61 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.21 | 0.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.76 | 27.93 |
Price to Book | 7.13 | 6.65 |
Price to Sales | 4.35 | 4.15 |
Price to Cash Flow | 14.89 | 18.47 |
Dividend Yield | 0.65 | 0.72 |
5 Years Earnings Growth | 17.89 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.14 | 38.72 |
Healthcare | 13.89 | 12.87 |
Consumer Cyclical | 11.65 | 14.20 |
Communication Services | 10.32 | 11.02 |
Industrials | 10.07 | 7.18 |
Financial Services | 5.27 | 9.29 |
Energy | 2.31 | 1.87 |
Consumer Defensive | 1.15 | 3.84 |
Utilities | 0.19 | 1.04 |
Number of long holdings: 143
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.70 | 406.32 | +1.82% | |
NVIDIA | US67066G1040 | 8.46 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 5.14 | 179.62 | +3.43% | |
Uber Tech | US90353T1007 | 5.04 | 69.04 | -0.39% | |
Alphabet A | US02079K3059 | 4.13 | 171.95 | +10.22% | |
Apple | US0378331005 | 3.65 | 169.30 | -0.35% | |
Eli Lilly | US5324571083 | 2.56 | 732.80 | +1.09% | |
Boston Scientific | US1011371077 | 2.33 | 73.13 | -0.18% | |
Netflix | US64110L1061 | 2.01 | 561.23 | -0.63% | |
Universal Music NV | NL0015000IY2 | 1.79 | 27.58 | +2.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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