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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.070 | 0.070 | 0.000 |
Shares | 98.240 | 98.240 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 1.630 | 1.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.155 | 27.931 |
Price to Book | 7.471 | 6.652 |
Price to Sales | 3.922 | 4.153 |
Price to Cash Flow | 16.184 | 18.470 |
Dividend Yield | 0.412 | 0.715 |
5 Years Earnings Growth | 18.130 | 14.775 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.450 | 38.719 |
Consumer Cyclical | 17.790 | 14.204 |
Healthcare | 13.510 | 12.867 |
Communication Services | 9.710 | 11.021 |
Consumer Defensive | 3.320 | 3.841 |
Financial Services | 3.020 | 9.289 |
Industrials | 2.880 | 7.178 |
Energy | 0.710 | 1.868 |
Basic Materials | 0.470 | 1.896 |
Real Estate | 0.140 | 1.687 |
Number of long holdings: 543
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 16.37 | 877.35 | +6.18% | |
Apple | US0378331005 | 6.85 | 169.30 | -0.35% | |
Amazon.com | US0231351067 | 5.67 | 179.62 | +3.43% | |
Microsoft | US5949181045 | 5.46 | 406.32 | +1.82% | |
Lululemon Athletica | US5500211090 | 3.89 | 364.70 | +1.31% | |
Meta Platforms | US30303M1027 | 3.34 | 443.29 | +0.43% | |
Alphabet A | US02079K3059 | 3.16 | 171.95 | +10.22% | |
Eli Lilly | US5324571083 | 2.45 | 732.80 | +1.09% | |
Salesforce Inc | US79466L3024 | 2.03 | 274.21 | +0.39% | |
Nutanix | US67059N1081 | 1.45 | 61.66 | +1.26% |
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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