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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 96.92 | 96.92 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 2.99 | 2.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.85 | 28.42 |
Price to Book | 8.19 | 7.41 |
Price to Sales | 4.59 | 4.85 |
Price to Cash Flow | 19.40 | 19.38 |
Dividend Yield | 0.43 | 0.68 |
5 Years Earnings Growth | 13.11 | 14.04 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.66 | 40.50 |
Consumer Cyclical | 20.67 | 14.50 |
Communication Services | 17.54 | 12.49 |
Healthcare | 5.91 | 10.62 |
Financial Services | 4.06 | 9.42 |
Industrials | 2.88 | 6.92 |
Consumer Defensive | 1.07 | 3.35 |
Basic Materials | 0.37 | 1.60 |
Energy | 0.34 | 1.35 |
Real Estate | 0.30 | 1.39 |
Utilities | 0.19 | 1.17 |
Number of long holdings: 415
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.15 | 124.92 | +3.97% | |
Apple | US0378331005 | 11.11 | 241.84 | +1.91% | |
Amazon.com | US0231351067 | 8.90 | 212.28 | +1.70% | |
Alphabet A | US02079K3059 | 7.20 | 170.28 | +1.06% | |
Microsoft | US5949181045 | 6.75 | 396.99 | +1.14% | |
Meta Platforms | US30303M1027 | 4.74 | 668.20 | +1.51% | |
Marvell | US5738741041 | 3.51 | 91.82 | +4.76% | |
Netflix | US64110L1061 | 2.43 | 980.56 | +1.82% | |
Eli Lilly | US5324571083 | 2.22 | 920.63 | +1.71% | |
Tesla | US88160R1014 | 1.78 | 292.98 | +3.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 144.79B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 12.75B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 106.34B | 3.06 | 11.30 | 13.16 | ||
Fidelity Growth Company | 57.87B | 1.36 | 15.14 | 19.19 |
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