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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.38 | 3.48 | 0.10 |
Shares | 96.33 | 96.33 | 0.00 |
Other | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.58 | 22.51 |
Price to Book | 3.43 | 4.31 |
Price to Sales | 2.61 | 3.31 |
Price to Cash Flow | 12.32 | 14.96 |
Dividend Yield | 2.04 | 1.25 |
5 Years Earnings Growth | 9.70 | 12.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.70 | 27.29 |
Consumer Cyclical | 17.18 | 13.23 |
Financial Services | 17.01 | 14.27 |
Communication Services | 12.96 | 11.04 |
Healthcare | 8.90 | 14.02 |
Consumer Defensive | 6.25 | 4.54 |
Industrials | 5.25 | 12.10 |
Real Estate | 3.84 | 1.53 |
Energy | 3.39 | 2.59 |
Basic Materials | 2.48 | 2.74 |
Utilities | 2.04 | 1.59 |
Number of long holdings: 165
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 4.64 | 223.30 | +2.85% | |
NVIDIA | US67066G1040 | 3.94 | 157.75 | +1.76% | |
Meta Platforms | US30303M1027 | 3.51 | 733.63 | +1.04% | |
Microsoft | US5949181045 | 3.06 | 495.94 | -0.30% | |
Robinhood Markets | US7707001027 | 3.04 | 83.03 | -1.76% | |
Apple | US0378331005 | 2.58 | 201.08 | +0.04% | |
Alphabet A | US02079K3059 | 2.55 | 178.53 | +2.88% | |
Kyndryl Holdings Inc Ordinary Shares | - | 2.50 | - | - | |
Prologis | US74340W1036 | 2.07 | 105.62 | +1.18% | |
DraftKings | US26142V1052 | 2.04 | 42.89 | +1.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
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