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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.040 | 0.290 | 0.250 |
Shares | 99.960 | 99.960 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.541 | 27.931 |
Price to Book | 9.739 | 6.652 |
Price to Sales | 4.149 | 4.153 |
Price to Cash Flow | 19.347 | 18.470 |
Dividend Yield | 0.723 | 0.715 |
5 Years Earnings Growth | 15.100 | 14.775 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.530 | 38.719 |
Consumer Cyclical | 15.160 | 14.204 |
Communication Services | 11.700 | 11.021 |
Healthcare | 10.560 | 12.867 |
Financial Services | 6.050 | 9.289 |
Industrials | 4.990 | 7.178 |
Consumer Defensive | 4.020 | 3.841 |
Real Estate | 0.850 | 1.687 |
Basic Materials | 0.640 | 1.896 |
Energy | 0.450 | 1.868 |
Utilities | 0.060 | 1.040 |
Number of long holdings: 448
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.85 | 406.32 | +1.82% | |
Apple | US0378331005 | 10.26 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 7.24 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 6.13 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 4.17 | 443.29 | +0.43% | |
Alphabet A | US02079K3059 | 3.17 | 171.95 | +10.22% | |
Alphabet C | US02079K1079 | 2.70 | 173.69 | +9.97% | |
Eli Lilly | US5324571083 | 2.46 | 732.80 | +1.09% | |
Broadcom | US11135F1012 | 2.16 | 1,344.07 | +3.84% | |
Tesla | US88160R1014 | 2.14 | 168.29 | -1.11% |
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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