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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.75 | 6.75 | 0.00 |
Shares | 93.25 | 93.26 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.26 | 21.06 |
Price to Book | 3.44 | 4.01 |
Price to Sales | 2.85 | 2.70 |
Price to Cash Flow | 12.25 | 14.11 |
Dividend Yield | 1.71 | 1.53 |
5 Years Earnings Growth | 10.79 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.89 | 29.26 |
Industrials | 17.18 | 9.88 |
Financial Services | 15.75 | 14.85 |
Communication Services | 11.11 | 8.78 |
Energy | 8.59 | 3.66 |
Healthcare | 8.06 | 11.50 |
Consumer Defensive | 4.53 | 6.04 |
Consumer Cyclical | 3.02 | 10.31 |
Basic Materials | 1.29 | 2.36 |
Utilities | 0.94 | 2.62 |
Real Estate | 0.64 | 2.22 |
Number of long holdings: 101
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.76 | 506.69 | -0.58% | |
NVIDIA | US67066G1040 | 7.64 | 174.18 | -3.32% | |
Wells Fargo&Co | US9497461015 | 5.62 | 82.18 | +0.24% | |
GE Aerospace | US3696043013 | 4.80 | 275.20 | -0.29% | |
Boeing | US0970231058 | 4.22 | 234.68 | -0.63% | |
GE Vernova LLC | US36828A1016 | 4.16 | 612.97 | -3.27% | |
Meta Platforms | US30303M1027 | 3.97 | 738.70 | -1.65% | |
Exxon Mobil | US30231G1022 | 3.87 | 114.29 | +0.83% | |
Bank of America | US0605051046 | 3.20 | 50.74 | +0.50% | |
Apple | US0378331005 | 3.10 | 232.14 | -0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.98 | 26.28 | 17.99 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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