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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.84 | 0.84 | 0.00 |
Shares | 98.45 | 98.45 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.66 | 0.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 31.28 | 27.93 |
Price to Book | 5.17 | 6.65 |
Price to Sales | 3.25 | 4.15 |
Price to Cash Flow | 17.22 | 18.47 |
Dividend Yield | 0.83 | 0.72 |
5 Years Earnings Growth | 12.26 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.08 | 38.72 |
Consumer Cyclical | 16.72 | 14.20 |
Healthcare | 16.42 | 12.87 |
Communication Services | 11.04 | 11.02 |
Financial Services | 9.08 | 9.29 |
Industrials | 6.04 | 7.18 |
Consumer Defensive | 4.02 | 3.84 |
Real Estate | 1.59 | 1.69 |
Basic Materials | 0.50 | 1.90 |
Energy | 0.46 | 1.87 |
Utilities | 0.05 | 1.04 |
Number of long holdings: 152
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity® Growth Company | - | 34.55 | - | - | |
Janus Henderson Enterprise T | - | 6.90 | - | - | |
Amazon.com Inc | - | 4.49 | - | - | |
Microsoft Corp | - | 3.86 | - | - | |
Apple Inc | - | 2.58 | - | - | |
Visa Inc Class A | - | 2.47 | - | - | |
Facebook Inc A | - | 2.44 | - | - | |
Alphabet Inc Class C | - | 1.67 | - | - | |
NVIDIA Corp | - | 1.51 | - | - | |
Fidelity® Contrafund® | - | 1.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
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 |
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