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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.770 | 2.890 | 2.120 |
Shares | 62.350 | 62.350 | 0.000 |
Bonds | 36.590 | 36.590 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.270 | 0.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.830 | 18.596 |
Price to Book | 3.975 | 3.224 |
Price to Sales | 2.646 | 2.207 |
Price to Cash Flow | 14.159 | 12.213 |
Dividend Yield | 1.387 | 1.940 |
5 Years Earnings Growth | 9.748 | 10.932 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.290 | 24.010 |
Financial Services | 13.630 | 15.882 |
Healthcare | 11.200 | 12.922 |
Consumer Cyclical | 10.810 | 9.979 |
Communication Services | 9.410 | 7.520 |
Industrials | 8.650 | 10.184 |
Consumer Defensive | 6.190 | 6.083 |
Energy | 3.290 | 4.910 |
Utilities | 2.360 | 3.212 |
Real Estate | 2.280 | 3.393 |
Basic Materials | 1.880 | 3.184 |
Number of long holdings: 2,213
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.14 | 211.16 | -0.59% | |
Microsoft | US5949181045 | 4.81 | 503.32 | +0.37% | |
NVIDIA | US67066G1040 | 3.80 | 164.92 | +0.50% | |
Amazon.com | US0231351067 | 2.87 | 225.02 | +1.24% | |
Alphabet A | US02079K3059 | 2.11 | 180.19 | +1.45% | |
Meta Platforms | US30303M1027 | 1.84 | 717.51 | -1.34% | |
United States Treasury Notes 3.875% | - | 1.54 | - | - | |
United States Treasury Notes 3.875% | - | 1.52 | - | - | |
United States Treasury Notes 4.375% | - | 1.11 | - | - | |
United States Treasury Notes 3.875% | - | 1.05 | - | - |
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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