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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.01 | 100.01 | 0.00 |
Bonds | 0.12 | 0.12 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.67 | 18.18 |
Price to Book | 3.07 | 3.00 |
Price to Sales | 2.30 | 2.23 |
Price to Cash Flow | 12.67 | 11.95 |
Dividend Yield | 2.00 | 2.07 |
5 Years Earnings Growth | 8.96 | 9.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.24 | 23.76 |
Financial Services | 16.69 | 16.98 |
Industrials | 10.80 | 11.97 |
Consumer Cyclical | 10.35 | 10.47 |
Healthcare | 9.85 | 12.61 |
Communication Services | 8.43 | 8.01 |
Consumer Defensive | 6.29 | 7.51 |
Energy | 3.53 | 3.37 |
Basic Materials | 3.08 | 3.97 |
Utilities | 2.60 | 2.54 |
Real Estate | 2.11 | 2.78 |
Number of long holdings: 1,532
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.56 | 159.34 | +1.33% | |
Microsoft | US5949181045 | 4.34 | 498.84 | +1.58% | |
Apple | US0378331005 | 4.03 | 213.55 | +0.52% | |
Amazon.com | US0231351067 | 2.61 | 223.41 | +1.59% | |
E-mini S&P 500 Future June 25 | - | 2.22 | - | - | |
Meta Platforms | US30303M1027 | 1.88 | 719.01 | +0.76% | |
Broadcom | US11135F1012 | 1.44 | 275.18 | +1.96% | |
Tesla | US88160R1014 | 1.39 | 315.35 | -0.10% | |
Alphabet A | US02079K3059 | 1.34 | 179.53 | +0.50% | |
Alphabet C | US02079K1079 | 1.16 | 180.55 | +0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund P Accumul | 11.97B | -6.30 | 7.39 | 10.97 | ||
Fidelity Index US Fund Class A Acc | 7.54B | -6.78 | 11.05 | 13.55 | ||
Fidelity Index US Fund P Accumulati | 7.54B | -9.28 | 8.16 | 13.44 | ||
Fidelity European Acc | 4.21B | 8.40 | 8.25 | 8.57 | ||
Fidelity European Fund W Income | 4.21B | 8.73 | 9.07 | 9.40 |
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