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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.95 | 4.95 | 0.00 |
Shares | 92.78 | 92.78 | 0.00 |
Other | 2.26 | 2.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.73 | 28.33 |
Price to Book | 4.61 | 7.20 |
Price to Sales | 4.26 | 4.72 |
Price to Cash Flow | 12.74 | 18.14 |
Dividend Yield | 0.84 | 0.72 |
5 Years Earnings Growth | 9.90 | 12.71 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 23.79 | 12.87 |
Technology | 23.39 | 39.65 |
Financial Services | 20.93 | 9.86 |
Consumer Cyclical | 9.64 | 14.31 |
Industrials | 8.71 | 7.10 |
Healthcare | 8.35 | 10.42 |
Consumer Defensive | 1.79 | 3.61 |
Basic Materials | 1.33 | 1.65 |
Utilities | 1.10 | 1.23 |
Energy | 0.87 | 1.34 |
Real Estate | 0.09 | 1.44 |
Number of long holdings: 328
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 13.65 | 700.00 | -2.46% | |
NVIDIA | US67066G1040 | 8.89 | 175.50 | -0.71% | |
Berkshire Hathaway A | US0846701086 | 6.34 | 713,705 | -1.18% | |
Amazon.com | US0231351067 | 4.87 | 231.01 | -0.76% | |
Microsoft | US5949181045 | 4.02 | 512.74 | +0.05% | |
Netflix | US64110L1061 | 3.68 | 1,169.49 | -0.44% | |
Visa A | US92826C8394 | 2.26 | 351.29 | -1.18% | |
Amphenol | US0320951017 | 1.98 | 105.31 | -1.30% | |
JPMorgan | US46625H1005 | 1.77 | 297.04 | -0.42% | |
Eli Lilly | US5324571083 | 1.60 | 762.95 | -5.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 |
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