
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.53 | 0.56 | 0.03 |
Shares | 99.44 | 99.44 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.88 | 19.98 |
Price to Book | 4.93 | 3.86 |
Price to Sales | 2.71 | 2.56 |
Price to Cash Flow | 12.27 | 13.66 |
Dividend Yield | 0.93 | 1.58 |
5 Years Earnings Growth | 13.79 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.00 | 27.78 |
Industrials | 17.94 | 9.62 |
Financial Services | 15.29 | 15.01 |
Consumer Cyclical | 13.06 | 10.32 |
Communication Services | 10.93 | 8.44 |
Utilities | 7.51 | 2.78 |
Basic Materials | 2.29 | 2.38 |
Healthcare | 2.28 | 12.64 |
Consumer Defensive | 1.64 | 6.33 |
Energy | 1.06 | 3.91 |
Number of long holdings: 91
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.86 | 646.92 | +0.29% | |
NVIDIA | US67066G1040 | 5.01 | 135.13 | -2.92% | |
Vistra Energy | US92840M1027 | 4.11 | 160.57 | +0.53% | |
Arthur J Gallagher | US3635761097 | 4.00 | 347.44 | +1.63% | |
Apollo Global Management A | US03769M1062 | 3.65 | 130.69 | -0.77% | |
Microsoft | US5949181045 | 2.48 | 459.59 | +0.20% | |
Amazon.com | US0231351067 | 2.39 | 205.01 | -0.34% | |
Constellation Energy | US21037T1097 | 2.33 | 306.15 | +0.92% | |
Parker-Hannifin | US7010941042 | 2.14 | 664.70 | -0.38% | |
Alphabet A | US02079K3059 | 2.08 | 171.61 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review