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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.50 | 2.26 | 1.76 |
Shares | 63.99 | 63.99 | 0.00 |
Bonds | 34.31 | 34.91 | 0.60 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 1.15 | 1.24 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.64 | 18.63 |
Price to Book | 4.73 | 3.21 |
Price to Sales | 3.44 | 2.24 |
Price to Cash Flow | 15.85 | 12.33 |
Dividend Yield | 1.18 | 1.96 |
5 Years Earnings Growth | 12.24 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.60 | 23.76 |
Financial Services | 17.47 | 15.75 |
Consumer Cyclical | 14.44 | 10.06 |
Healthcare | 10.63 | 12.82 |
Communication Services | 9.98 | 7.56 |
Industrials | 8.83 | 10.19 |
Energy | 3.69 | 4.97 |
Basic Materials | 2.70 | 3.21 |
Consumer Defensive | 2.57 | 6.00 |
Real Estate | 1.86 | 4.23 |
Utilities | 1.24 | 3.24 |
Number of long holdings: 5,300
Number of short holdings: 21
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.44 | 197.49 | +0.63% | |
NVIDIA | US67066G1040 | 4.09 | 117.37 | +0.26% | |
Amazon.com | US0231351067 | 3.47 | 192.08 | +1.79% | |
Microsoft | US5949181045 | 3.47 | 438.17 | +1.11% | |
Meta Platforms | US30303M1027 | 2.42 | 598.01 | +0.20% | |
Alphabet C | US02079K1079 | 2.09 | 155.75 | +1.93% | |
Mastercard | US57636Q1040 | 1.24 | 567.12 | +0.14% | |
Gilead | US3755581036 | 1.19 | 98.16 | -0.75% | |
United States Treasury Notes 4% | - | 1.18 | - | - | |
Visa A | US92826C8394 | 1.06 | 351.55 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
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