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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.31 | 1.36 | 0.05 |
Shares | 98.69 | 98.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.56 | 27.95 |
Price to Book | 6.26 | 6.66 |
Price to Sales | 2.64 | 4.16 |
Price to Cash Flow | 16.40 | 18.49 |
Dividend Yield | 0.80 | 0.71 |
5 Years Earnings Growth | 12.71 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.63 | 38.71 |
Healthcare | 15.28 | 12.87 |
Financial Services | 11.26 | 9.29 |
Communication Services | 11.09 | 11.04 |
Industrials | 8.28 | 7.18 |
Consumer Cyclical | 8.18 | 14.19 |
Consumer Defensive | 3.87 | 3.85 |
Energy | 3.06 | 1.87 |
Basic Materials | 0.35 | 1.90 |
Number of long holdings: 95
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.77 | 406.66 | +2.22% | |
Apple | US0378331005 | 9.05 | 183.36 | +5.97% | |
Alphabet A | US02079K3059 | 8.35 | 167.21 | +0.35% | |
NVIDIA | US67066G1040 | 4.45 | 887.83 | +3.46% | |
Eli Lilly | US5324571083 | 2.67 | 735.54 | -2.69% | |
Amazon.com | US0231351067 | 2.62 | 186.24 | +0.82% | |
UnitedHealth | US91324P1021 | 2.42 | 492.66 | -0.06% | |
Costco | US22160K1051 | 2.37 | 743.90 | +1.56% | |
Broadcom | US11135F1012 | 2.30 | 1,278.11 | +3.19% | |
Visa A | US92826C8394 | 1.82 | 268.47 | +0.32% |
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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