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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.13 | 0.01 |
Shares | 97.51 | 97.51 | 0.00 |
Convertible | 0.30 | 0.30 | 0.00 |
Other | 2.07 | 2.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.39 | 27.95 |
Price to Book | 7.25 | 6.66 |
Price to Sales | 4.94 | 4.16 |
Price to Cash Flow | 18.35 | 18.49 |
Dividend Yield | 0.56 | 0.71 |
5 Years Earnings Growth | 17.10 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.81 | 38.71 |
Communication Services | 18.21 | 11.04 |
Consumer Cyclical | 13.31 | 14.19 |
Healthcare | 5.85 | 12.87 |
Consumer Defensive | 4.19 | 3.85 |
Industrials | 3.73 | 7.18 |
Energy | 3.72 | 1.87 |
Financial Services | 1.88 | 9.29 |
Real Estate | 1.14 | 1.69 |
Basic Materials | 0.16 | 1.90 |
Number of long holdings: 158
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.68 | 406.66 | +2.22% | |
Apple | US0378331005 | 10.41 | 183.36 | +5.97% | |
Amazon.com | US0231351067 | 8.82 | 186.24 | +0.82% | |
NVIDIA | US67066G1040 | 7.62 | 887.83 | +3.46% | |
Meta Platforms | US30303M1027 | 6.33 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 5.98 | 167.21 | +0.35% | |
Taiwan Semiconductor | US8740391003 | 2.76 | 141.56 | +3.91% | |
Alphabet C | US02079K1079 | 2.63 | 169.01 | +0.33% | |
Marvell | US5738741041 | 2.59 | 68.54 | +2.80% | |
ASML ADR | USN070592100 | 2.25 | 901.63 | +3.60% |
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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