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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.94 | 99.94 | 0.00 |
Bonds | 0.23 | 0.23 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.47 | 18.53 |
Price to Book | 3.19 | 3.05 |
Price to Sales | 2.40 | 2.26 |
Price to Cash Flow | 13.21 | 12.10 |
Dividend Yield | 1.94 | 2.05 |
5 Years Earnings Growth | 9.08 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.22 | 24.21 |
Financial Services | 16.53 | 16.95 |
Industrials | 10.77 | 12.07 |
Consumer Cyclical | 10.10 | 10.44 |
Healthcare | 9.56 | 12.23 |
Communication Services | 8.68 | 8.12 |
Consumer Defensive | 5.98 | 7.39 |
Energy | 3.52 | 3.35 |
Basic Materials | 3.03 | 3.95 |
Utilities | 2.57 | 2.51 |
Real Estate | 2.03 | 2.78 |
Number of long holdings: 1,348
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.01 | 173.50 | -0.14% | |
Microsoft | US5949181045 | 4.56 | 513.71 | +0.55% | |
Apple | US0378331005 | 3.93 | 213.88 | +0.06% | |
Amazon.com | US0231351067 | 2.77 | 231.44 | -0.34% | |
Meta Platforms | US30303M1027 | 2.09 | 712.68 | -0.30% | |
Fidelity ILF - USD A Acc | IE0003323619 | 1.96 | - | - | |
E-mini S&P 500 Future Sept 25 | - | 1.73 | - | - | |
Broadcom | US11135F1012 | 1.57 | 290.18 | +0.51% | |
Alphabet A | US02079K3059 | 1.35 | 193.18 | +0.53% | |
Tesla | US88160R1014 | 1.22 | 316.06 | +3.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund P Accumul | 12.55B | -6.30 | 7.39 | 10.97 | ||
Fidelity Index US Fund Class A Acc | 7.94B | -4.23 | 14.26 | 14.47 | ||
Fidelity Index US Fund P Accumulati | 7.94B | -9.28 | 8.16 | 13.44 | ||
Fidelity European Acc | 4.21B | 8.10 | 10.25 | 9.21 | ||
Fidelity European Fund W Income | 4.21B | 8.50 | 11.09 | 10.05 |
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