
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.99 | 3.99 | 0.00 |
Shares | 92.55 | 92.55 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 3.40 | 3.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.20 | 28.56 |
Price to Book | 7.24 | 7.27 |
Price to Sales | 4.44 | 4.77 |
Price to Cash Flow | 15.86 | 18.28 |
Dividend Yield | 0.56 | 0.72 |
5 Years Earnings Growth | 10.52 | 12.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.29 | 39.92 |
Consumer Cyclical | 16.51 | 14.26 |
Communication Services | 14.55 | 12.86 |
Healthcare | 9.37 | 10.29 |
Financial Services | 4.91 | 9.83 |
Consumer Defensive | 3.90 | 3.59 |
Industrials | 1.61 | 7.11 |
Basic Materials | 0.36 | 1.64 |
Energy | 0.34 | 1.31 |
Real Estate | 0.16 | 1.43 |
Number of long holdings: 583
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 14.89 | 179.89 | +0.26% | |
Microsoft | US5949181045 | 7.62 | 520.70 | -0.81% | |
Apple | US0378331005 | 6.82 | 218.90 | +2.65% | |
Amazon.com | US0231351067 | 6.47 | 222.24 | -0.03% | |
Meta Platforms | US30303M1027 | 4.30 | 763.76 | -1.07% | |
Alphabet A | US02079K3059 | 3.31 | 196.02 | -0.04% | |
S&P500 Emini Fut Jun25 Esm5 | - | 3.25 | - | - | |
Alphabet C | US02079K1079 | 2.07 | 196.72 | -0.10% | |
Eli Lilly | US5324571083 | 1.76 | 647.00 | -13.31% | |
Netflix | US64110L1061 | 1.72 | 1,170.64 | -0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 4.18 | 29.97 | 17.91 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review