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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 0.58 | 0.56 |
Shares | 99.98 | 99.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.70 | 27.95 |
Price to Book | 5.35 | 6.66 |
Price to Sales | 3.68 | 4.16 |
Price to Cash Flow | 16.22 | 18.49 |
Dividend Yield | 0.78 | 0.71 |
5 Years Earnings Growth | 14.61 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.40 | 38.71 |
Communication Services | 14.38 | 11.04 |
Consumer Cyclical | 14.09 | 14.19 |
Healthcare | 7.22 | 12.87 |
Industrials | 4.07 | 7.18 |
Consumer Defensive | 3.82 | 3.85 |
Financial Services | 3.62 | 9.29 |
Basic Materials | 1.09 | 1.90 |
Real Estate | 0.90 | 1.69 |
Utilities | 0.83 | 1.04 |
Energy | 0.58 | 1.87 |
Number of long holdings: 3,210
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.70 | 413.54 | +1.69% | |
Apple | US0378331005 | 10.70 | 181.71 | -0.91% | |
NVIDIA | US67066G1040 | 7.44 | 921.40 | +3.77% | |
Amazon.com | US0231351067 | 6.95 | 188.70 | +1.34% | |
Meta Platforms | US30303M1027 | 4.14 | 465.68 | +3.04% | |
Alphabet A | US02079K3059 | 3.12 | 168.10 | +0.51% | |
Alphabet C | US02079K1079 | 3.05 | 169.83 | +0.50% | |
Tesla | US88160R1014 | 2.44 | 184.76 | +1.97% | |
Broadcom | US11135F1012 | 2.31 | 1,310.31 | +2.52% | |
Costco | US22160K1051 | 1.25 | 756.45 | +1.69% |
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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