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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.31 | 1.34 | 0.03 |
Shares | 98.69 | 98.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.85 | 28.49 |
Price to Book | 8.66 | 6.85 |
Price to Sales | 3.75 | 4.34 |
Price to Cash Flow | 21.64 | 18.62 |
Dividend Yield | 0.67 | 0.71 |
5 Years Earnings Growth | 15.94 | 15.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.60 | 39.86 |
Industrials | 15.69 | 7.08 |
Financial Services | 10.07 | 9.00 |
Consumer Cyclical | 9.87 | 13.69 |
Healthcare | 9.83 | 12.42 |
Communication Services | 9.02 | 11.54 |
Basic Materials | 4.90 | 1.78 |
Consumer Defensive | 1.91 | 3.65 |
Utilities | 1.12 | 1.08 |
Number of long holdings: 65
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.37 | 402.27 | -1.50% | |
NVIDIA | US67066G1040 | 7.79 | 102.51 | -4.38% | |
Amazon.com | US0231351067 | 4.81 | 172.62 | -2.97% | |
Meta Platforms | US30303M1027 | 3.64 | 499.83 | -3.29% | |
Alphabet A | US02079K3059 | 3.53 | 151.70 | -3.52% | |
Broadcom | US11135F1012 | 2.72 | 139.23 | -8.89% | |
Eli Lilly | US5324571083 | 2.71 | 897.81 | -1.64% | |
UnitedHealth | US91324P1021 | 2.09 | 597.82 | +0.39% | |
Visa A | US92826C8394 | 1.91 | 279.07 | +0.16% | |
Costco | US22160K1051 | 1.89 | 875.54 | -1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 568.29B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 96.75B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 59.64B | 24.93 | 6.91 | 17.18 |
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