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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.22 | 3.23 | 0.01 |
Shares | 96.77 | 96.77 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.89 | 27.82 |
Price to Book | 4.94 | 7.08 |
Price to Sales | 3.90 | 4.64 |
Price to Cash Flow | 14.84 | 17.92 |
Dividend Yield | 0.81 | 0.72 |
5 Years Earnings Growth | 10.44 | 12.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.93 | 39.31 |
Communication Services | 17.79 | 12.88 |
Healthcare | 12.98 | 10.62 |
Consumer Cyclical | 12.83 | 14.34 |
Industrials | 10.76 | 7.07 |
Financial Services | 9.22 | 9.94 |
Basic Materials | 3.12 | 1.66 |
Energy | 2.53 | 1.37 |
Utilities | 1.95 | 1.20 |
Consumer Defensive | 1.35 | 3.65 |
Real Estate | 0.54 | 1.46 |
Number of long holdings: 128
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 8.43 | 190.23 | -0.58% | |
Microsoft | US5949181045 | 7.25 | 505.87 | +0.12% | |
NVIDIA | US67066G1040 | 6.67 | 170.78 | +2.25% | |
Meta Platforms | US30303M1027 | 5.57 | 713.58 | +1.24% | |
Amazon.com | US0231351067 | 5.42 | 228.29 | +0.36% | |
Apple | US0378331005 | 4.89 | 214.15 | -0.12% | |
Eli Lilly | US5324571083 | 3.36 | 798.89 | +2.89% | |
Netflix | US64110L1061 | 2.84 | 1,176.78 | -1.12% | |
Wells Fargo&Co | US9497461015 | 2.33 | 83.70 | +1.60% | |
Boston Scientific | US1011371077 | 1.89 | 107.76 | +4.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 |
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