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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.10 | 0.20 | 0.10 |
Stocks | 96.82 | 96.82 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 2.97 | 2.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.57 | 28.54 |
Price to Book | 8.36 | 7.42 |
Price to Sales | 4.63 | 4.87 |
Price to Cash Flow | 19.55 | 19.40 |
Dividend Yield | 0.43 | 0.68 |
5 Years Earnings Growth | 11.55 | 13.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.33 | 40.02 |
Consumer Cyclical | 22.10 | 14.68 |
Communication Services | 18.90 | 12.73 |
Healthcare | 6.00 | 10.61 |
Financial Services | 4.26 | 9.50 |
Industrials | 2.95 | 6.92 |
Consumer Defensive | 1.14 | 3.34 |
Basic Materials | 0.40 | 1.63 |
Energy | 0.37 | 1.34 |
Real Estate | 0.32 | 1.38 |
Utilities | 0.22 | 1.19 |
Number of long holdings: 403
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.46 | 121.67 | +5.27% | |
Apple | US0378331005 | 10.11 | 213.49 | +1.82% | |
Amazon.com | US0231351067 | 9.44 | 197.95 | +2.09% | |
Alphabet A | US02079K3059 | 7.72 | 165.49 | +1.68% | |
Microsoft | US5949181045 | 6.44 | 388.56 | +2.58% | |
Meta Platforms | US30303M1027 | 5.13 | 607.60 | +2.87% | |
Marvell | US5738741041 | 3.28 | 68.74 | -0.03% | |
Netflix | US64110L1061 | 2.62 | 918.00 | +3.13% | |
Eli Lilly | US5324571083 | 2.27 | 813.48 | +1.48% | |
Tesla | US88160R1014 | 1.81 | 249.98 | +3.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Growth Company | 57.87B | -3.07 | 14.73 | 17.87 |
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