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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.86 | 99.86 | 0.00 |
Bonds | 0.16 | 0.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.28 | 21.62 |
Price to Book | 4.44 | 4.12 |
Price to Sales | 3.00 | 2.87 |
Price to Cash Flow | 15.18 | 14.28 |
Dividend Yield | 1.41 | 1.52 |
5 Years Earnings Growth | 9.44 | 10.13 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.21 | 30.41 |
Financial Services | 13.62 | 14.97 |
Consumer Cyclical | 10.68 | 10.55 |
Communication Services | 9.81 | 9.14 |
Healthcare | 9.32 | 11.46 |
Industrials | 7.76 | 9.03 |
Consumer Defensive | 5.49 | 5.37 |
Energy | 3.01 | 3.29 |
Utilities | 2.40 | 2.57 |
Real Estate | 2.04 | 2.21 |
Basic Materials | 1.67 | 2.62 |
Number of long holdings: 518
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.19 | 182.70 | +1.07% | |
Microsoft | US5949181045 | 6.89 | 522.04 | +0.23% | |
Apple | US0378331005 | 5.61 | 229.35 | +4.24% | |
Amazon.com | US0231351067 | 3.94 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 2.98 | 769.30 | +0.98% | |
Broadcom | US11135F1012 | 2.37 | 304.97 | +0.40% | |
E-mini S&P 500 Future Sept 25 | - | 2.28 | - | - | |
Alphabet A | US02079K3059 | 1.94 | 201.42 | +2.49% | |
Tesla | US88160R1014 | 1.70 | 329.65 | +2.29% | |
Berkshire Hathaway B | US0846707026 | 1.66 | 465.40 | +0.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund P Accumul | 12.7B | 6.28 | 13.45 | 12.75 | ||
Fidelity Index World Fund A Acc | 12.7B | 6.19 | 13.26 | 12.56 | ||
Fidelity Index US Fund P Accumulati | 8.05B | 4.18 | 14.50 | 15.36 | ||
Fidelity European Acc | 4.12B | 8.10 | 10.25 | 9.21 | ||
Fidelity European Fund W Acc | 4.12B | 8.28 | 9.05 | 9.74 |
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