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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.57 | 27.95 |
Price to Book | 9.98 | 6.66 |
Price to Sales | 6.42 | 4.16 |
Price to Cash Flow | 20.29 | 18.49 |
Dividend Yield | 1.17 | 0.71 |
5 Years Earnings Growth | 12.36 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 39.11 | 38.71 |
Healthcare | 20.35 | 12.87 |
Communication Services | 12.02 | 11.04 |
Financial Services | 10.17 | 9.29 |
Industrials | 6.93 | 7.18 |
Consumer Defensive | 5.29 | 3.85 |
Consumer Cyclical | 5.05 | 14.19 |
Real Estate | 0.70 | 1.69 |
Basic Materials | 0.23 | 1.90 |
Energy | 0.14 | 1.87 |
Number of long holdings: 75
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.15 | 406.66 | +2.22% | |
Apple | US0378331005 | 7.94 | 183.36 | +5.97% | |
Meta Platforms | US30303M1027 | 6.06 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 5.94 | 167.21 | +0.35% | |
Broadcom | US11135F1012 | 4.89 | 1,278.11 | +3.19% | |
Merck&Co | US58933Y1055 | 3.94 | 127.52 | -0.58% | |
AbbVie | US00287Y1091 | 3.90 | 163.79 | +1.85% | |
Visa A | US92826C8394 | 3.85 | 268.47 | +0.32% | |
Mastercard | US57636Q1040 | 3.84 | 443.61 | +0.57% | |
J&J | US4781601046 | 3.56 | 149.26 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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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