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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.49 | 3.51 | 0.02 |
Shares | 96.21 | 96.21 | 0.00 |
Other | 0.30 | 0.30 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.81 | 22.45 |
Price to Book | 3.48 | 4.32 |
Price to Sales | 2.61 | 3.31 |
Price to Cash Flow | 12.48 | 15.04 |
Dividend Yield | 1.87 | 1.25 |
5 Years Earnings Growth | 11.71 | 12.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.83 | 27.32 |
Consumer Cyclical | 17.70 | 13.35 |
Financial Services | 15.89 | 14.19 |
Communication Services | 12.93 | 11.03 |
Healthcare | 12.59 | 14.10 |
Industrials | 5.34 | 11.84 |
Real Estate | 4.61 | 1.54 |
Consumer Defensive | 3.73 | 4.58 |
Energy | 3.17 | 2.65 |
Basic Materials | 2.29 | 2.66 |
Utilities | 0.93 | 1.57 |
Number of long holdings: 166
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 4.69 | 205.75 | -0.44% | |
Meta Platforms | US30303M1027 | 4.51 | 667.12 | -0.56% | |
NVIDIA | US67066G1040 | 4.37 | 141.22 | +2.80% | |
Eli Lilly | US5324571083 | 3.50 | 750.78 | +0.49% | |
Modine Manufacturing | US6078281002 | 2.41 | 92.78 | +4.49% | |
Microsoft | US5949181045 | 2.31 | 463.12 | +0.25% | |
Kyndryl Holdings Inc Ordinary Shares | - | 2.27 | - | - | |
Robinhood Markets | US7707001027 | 2.27 | 71.72 | +5.50% | |
Fiserv | US3377381088 | 2.16 | 162.11 | +0.07% | |
Boston Scientific | US1011371077 | 2.12 | 103.10 | -1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 633.85B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 144.14B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 105.88B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 62.35B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 60.06B | -12.53 | 16.00 | 16.01 |
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