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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.08 | 1.57 | 1.49 |
Shares | 62.95 | 62.95 | 0.00 |
Bonds | 36.00 | 36.83 | 0.83 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 0.84 | 0.92 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.96 | 18.02 |
Price to Book | 4.57 | 3.06 |
Price to Sales | 2.71 | 2.04 |
Price to Cash Flow | 17.54 | 11.84 |
Dividend Yield | 0.95 | 2.02 |
5 Years Earnings Growth | 13.70 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.35 | 22.85 |
Financial Services | 15.98 | 14.96 |
Industrials | 12.71 | 10.86 |
Healthcare | 11.87 | 13.42 |
Communication Services | 10.25 | 7.18 |
Consumer Cyclical | 9.55 | 10.08 |
Basic Materials | 3.22 | 3.51 |
Energy | 3.03 | 5.45 |
Consumer Defensive | 1.73 | 6.33 |
Real Estate | 0.17 | 3.57 |
Utilities | 0.14 | 3.03 |
Number of long holdings: 5,481
Number of short holdings: 16
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.22 | 406.32 | +1.82% | |
NVIDIA | US67066G1040 | 3.38 | 877.35 | +6.18% | |
Alphabet C | US02079K1079 | 3.06 | 173.69 | +9.97% | |
Amazon.com | US0231351067 | 2.88 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 2.01 | 443.29 | +0.43% | |
Eaton | IE00B8KQN827 | 1.61 | 324.17 | +2.23% | |
Apple | US0378331005 | 1.55 | 169.30 | -0.35% | |
Mastercard | US57636Q1040 | 1.54 | 462.23 | +0.03% | |
Boston Scientific | US1011371077 | 1.41 | 73.13 | -0.18% | |
Marvell | US5738741041 | 1.40 | 69.62 | +3.17% |
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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