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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.523 | 21.045 |
Price to Book | 4.482 | 4.008 |
Price to Sales | 3.076 | 2.694 |
Price to Cash Flow | 15.225 | 14.099 |
Dividend Yield | 1.374 | 1.528 |
5 Years Earnings Growth | 9.453 | 10.590 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.580 | 29.210 |
Financial Services | 13.630 | 14.860 |
Consumer Cyclical | 10.360 | 10.305 |
Communication Services | 9.930 | 8.775 |
Healthcare | 9.320 | 11.527 |
Industrials | 7.810 | 9.869 |
Consumer Defensive | 5.330 | 6.060 |
Energy | 3.040 | 3.662 |
Utilities | 2.290 | 2.615 |
Real Estate | 1.960 | 2.223 |
Basic Materials | 1.750 | 2.362 |
Number of long holdings: 512
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.17 | 177.99 | +1.72% | |
Microsoft | US5949181045 | 6.86 | 507.23 | +0.59% | |
Apple | US0378331005 | 5.72 | 227.76 | +1.27% | |
Amazon.com | US0231351067 | 3.84 | 228.84 | +3.10% | |
Meta Platforms | US30303M1027 | 3.00 | 754.79 | +2.12% | |
Broadcom | US11135F1012 | 2.40 | 294.00 | +1.52% | |
Alphabet A | US02079K3059 | 1.91 | 206.09 | +3.17% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 489.00 | +0.08% | |
Tesla | US88160R1014 | 1.65 | 340.01 | +6.22% | |
Alphabet C | US02079K1079 | 1.55 | 206.72 | +3.04% |
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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