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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.030 | 0.310 | 0.280 |
Shares | 99.970 | 99.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.210 | 19.984 |
Price to Book | 3.694 | 3.864 |
Price to Sales | 2.434 | 2.558 |
Price to Cash Flow | 13.320 | 13.656 |
Dividend Yield | 1.509 | 1.578 |
5 Years Earnings Growth | 10.405 | 10.935 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.750 | 27.776 |
Financial Services | 14.530 | 15.011 |
Healthcare | 11.300 | 12.637 |
Consumer Cyclical | 10.380 | 10.320 |
Communication Services | 8.650 | 8.437 |
Industrials | 8.530 | 9.621 |
Consumer Defensive | 5.740 | 6.329 |
Energy | 3.740 | 3.911 |
Real Estate | 2.780 | 2.324 |
Utilities | 2.590 | 2.776 |
Basic Materials | 2.000 | 2.380 |
Number of long holdings: 2,534
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.21 | 200.85 | +0.45% | |
Microsoft | US5949181045 | 5.16 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 4.92 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 3.29 | 205.01 | -0.34% | |
Meta Platforms | US30303M1027 | 2.32 | 647.49 | +0.38% | |
Berkshire Hathaway B | US0846707026 | 1.81 | 503.96 | -0.44% | |
Alphabet A | US02079K3059 | 1.67 | 171.74 | -0.07% | |
Broadcom | US11135F1012 | 1.45 | 242.07 | +0.04% | |
Alphabet C | US02079K1079 | 1.37 | 172.85 | -0.06% | |
Tesla | US88160R1014 | 1.34 | 346.46 | -3.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
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