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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.03 | 2.02 | 0.99 |
Shares | 98.51 | 98.51 | 0.00 |
Bonds | 0.05 | 0.05 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.40 | 0.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.21 | 27.95 |
Price to Book | 3.52 | 6.66 |
Price to Sales | 2.39 | 4.16 |
Price to Cash Flow | 14.23 | 18.49 |
Dividend Yield | 1.23 | 0.71 |
5 Years Earnings Growth | 12.69 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.50 | 38.71 |
Healthcare | 12.70 | 12.87 |
Financial Services | 12.32 | 9.29 |
Consumer Cyclical | 10.94 | 14.19 |
Industrials | 9.99 | 7.18 |
Communication Services | 8.71 | 11.04 |
Consumer Defensive | 5.67 | 3.85 |
Energy | 4.07 | 1.87 |
Real Estate | 2.75 | 1.69 |
Basic Materials | 2.25 | 1.90 |
Utilities | 2.11 | 1.04 |
Number of long holdings: 502
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.23 | 409.34 | -1.02% | |
Apple | US0378331005 | 4.58 | 182.40 | +0.38% | |
Amazon.com | US0231351067 | 3.82 | 188.76 | +0.03% | |
Alphabet A | US02079K3059 | 3.09 | 171.25 | +1.87% | |
NVIDIA | US67066G1040 | 2.79 | 905.54 | -1.72% | |
Meta Platforms | US30303M1027 | 2.62 | 468.24 | +0.55% | |
JPMorgan | US46625H1005 | 1.74 | 191.80 | -0.10% | |
Exxon Mobil | US30231G1022 | 1.56 | 116.22 | -0.45% | |
Salesforce Inc | US79466L3024 | 1.47 | 277.21 | +0.57% | |
Adobe | US00724F1012 | 1.25 | 492.27 | -0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
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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