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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Shares | 100.00 | 100.00 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 22.02 | 21.06 |
| Price to Book | 4.54 | 4.04 |
| Price to Sales | 3.30 | 2.75 |
| Price to Cash Flow | 14.73 | 14.22 |
| Dividend Yield | 1.97 | 1.50 |
| 5 Years Earnings Growth | 8.04 | 10.75 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 32.62 | 29.57 |
| Financial Services | 11.92 | 14.71 |
| Healthcare | 11.35 | 11.43 |
| Consumer Cyclical | 10.09 | 10.40 |
| Communication Services | 7.64 | 9.04 |
| Industrials | 7.42 | 9.67 |
| Consumer Defensive | 7.10 | 5.82 |
| Utilities | 4.21 | 2.56 |
| Basic Materials | 3.29 | 2.43 |
| Real Estate | 3.09 | 2.22 |
| Energy | 1.27 | 3.61 |
Number of long holdings: 194
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Microsoft | US5949181045 | 8.08 | 531.52 | +1.51% | |
| NVIDIA | US67066G1040 | 5.13 | 191.49 | +2.81% | |
| Apple | US0378331005 | 4.81 | 268.81 | +2.28% | |
| Visa A | US92826C8394 | 2.97 | 347.82 | +0.13% | |
| J&J | US4781601046 | 2.79 | 190.30 | -0.05% | |
| Eli Lilly | US5324571083 | 2.59 | 826.41 | +0.12% | |
| Home Depot | US4370761029 | 2.58 | 385.27 | -0.36% | |
| P&G | US7427181091 | 2.42 | 151.74 | -0.49% | |
| Cisco | US17275R1023 | 2.28 | 71.39 | +1.08% | |
| UnitedHealth | US91324P1021 | 2.20 | 365.98 | +0.96% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
| Fidelity Contrafund | 162.29B | 18.66 | 32.68 | 17.26 | ||
| Fidelity Total Market Index Instl b | 120.49B | 14.36 | 24.18 | 14.66 | ||
| Fidelity Blue Chip Growth | 71.08B | 15.85 | 35.38 | 19.97 | ||
| Fidelity Growth Company | 69.53B | 18.62 | 34.67 | 21.18 |
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