Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.030 | 0.480 | 0.450 |
Shares | 99.970 | 99.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.505 | 19.632 |
Price to Book | 4.062 | 3.699 |
Price to Sales | 2.635 | 2.357 |
Price to Cash Flow | 14.622 | 13.571 |
Dividend Yield | 1.448 | 1.610 |
5 Years Earnings Growth | 12.064 | 11.613 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.830 | 26.579 |
Financial Services | 12.540 | 14.215 |
Healthcare | 12.450 | 13.750 |
Consumer Cyclical | 10.400 | 10.285 |
Communication Services | 8.980 | 8.163 |
Industrials | 7.930 | 10.151 |
Consumer Defensive | 5.780 | 6.515 |
Energy | 3.700 | 4.379 |
Real Estate | 2.240 | 2.383 |
Basic Materials | 2.130 | 2.736 |
Utilities | 2.020 | 2.392 |
Number of long holdings: 518
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.04 | 410.06 | -0.84% | |
Apple | US0378331005 | 6.05 | 182.32 | +0.34% | |
NVIDIA | US67066G1040 | 4.47 | 903.57 | -1.94% | |
Amazon.com | US0231351067 | 3.68 | 188.25 | -0.24% | |
Meta Platforms | US30303M1027 | 2.49 | 468.04 | +0.51% | |
Alphabet A | US02079K3059 | 1.88 | 170.70 | +1.55% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 404.88 | -0.01% | |
Alphabet C | US02079K1079 | 1.59 | 172.43 | +1.53% | |
Eli Lilly | US5324571083 | 1.38 | 778.79 | +1.58% | |
Broadcom | US11135F1012 | 1.31 | 1,303.31 | -0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review