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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.67 | 0.67 | 0.00 |
Shares | 99.07 | 99.07 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.92 | 20.75 |
Price to Book | 4.20 | 3.96 |
Price to Sales | 2.81 | 2.65 |
Price to Cash Flow | 14.59 | 13.91 |
Dividend Yield | 1.29 | 1.55 |
5 Years Earnings Growth | 9.68 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.93 | 28.78 |
Financial Services | 13.94 | 14.94 |
Communication Services | 10.50 | 8.67 |
Consumer Cyclical | 10.49 | 10.33 |
Healthcare | 9.21 | 11.76 |
Industrials | 8.51 | 9.88 |
Consumer Defensive | 5.26 | 6.17 |
Energy | 3.19 | 3.68 |
Utilities | 2.22 | 2.65 |
Real Estate | 1.95 | 2.25 |
Basic Materials | 1.79 | 2.36 |
Number of long holdings: 331
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.31 | 520.84 | -0.78% | |
NVIDIA | US67066G1040 | 8.16 | 180.77 | +0.75% | |
Apple | US0378331005 | 6.76 | 220.03 | +3.18% | |
Amazon.com | US0231351067 | 4.60 | 223.13 | +0.37% | |
Alphabet A | US02079K3059 | 4.46 | 196.52 | +0.22% | |
Meta Platforms | US30303M1027 | 3.45 | 761.83 | -1.32% | |
Broadcom | US11135F1012 | 2.00 | 303.76 | +0.69% | |
Exxon Mobil | US30231G1022 | 1.40 | 105.95 | -0.53% | |
Tesla | US88160R1014 | 1.39 | 322.27 | +0.74% | |
Cisco | US17275R1023 | 1.33 | 69.90 | +1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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