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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.01 | 4.27 | 0.26 |
Shares | 95.95 | 95.95 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.03 | 19.63 |
Price to Book | 2.84 | 3.70 |
Price to Sales | 1.68 | 2.36 |
Price to Cash Flow | 12.41 | 13.57 |
Dividend Yield | 1.73 | 1.61 |
5 Years Earnings Growth | 12.60 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.40 | 26.58 |
Financial Services | 17.01 | 14.22 |
Industrials | 15.45 | 10.15 |
Healthcare | 12.88 | 13.75 |
Communication Services | 10.45 | 8.16 |
Energy | 9.88 | 4.38 |
Consumer Defensive | 4.75 | 6.51 |
Consumer Cyclical | 3.74 | 10.29 |
Basic Materials | 2.24 | 2.74 |
Real Estate | 1.18 | 2.38 |
Utilities | 1.01 | 2.39 |
Number of long holdings: 178
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.46 | 406.66 | +2.22% | |
General Electric | US3696043013 | 6.26 | 164.16 | +0.93% | |
Wells Fargo&Co | US9497461015 | 5.63 | 59.91 | +0.13% | |
Exxon Mobil | US30231G1022 | 5.61 | 116.02 | -0.19% | |
Meta Platforms | US30303M1027 | 2.72 | 452.05 | +2.35% | |
Apple | US0378331005 | 2.64 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 2.61 | 887.83 | +3.46% | |
Bank of America | US0605051046 | 2.54 | 37.24 | +0.98% | |
Boeing | US0970231058 | 2.41 | 179.80 | +0.53% | |
Visa A | US92826C8394 | 1.85 | 268.47 | +0.32% |
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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