Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.49 | 1.52 | 0.03 |
Stocks | 96.36 | 96.36 | 0.00 |
Other | 2.14 | 2.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.78 | 27.62 |
Price to Book | 4.49 | 7.17 |
Price to Sales | 3.84 | 4.66 |
Price to Cash Flow | 16.74 | 18.94 |
Dividend Yield | 0.68 | 0.70 |
5 Years Earnings Growth | 18.69 | 16.26 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.61 | 40.59 |
Communication Services | 23.45 | 11.96 |
Financial Services | 18.07 | 9.33 |
Consumer Cyclical | 10.68 | 13.47 |
Healthcare | 10.55 | 11.54 |
Industrials | 5.53 | 7.08 |
Consumer Defensive | 1.88 | 3.51 |
Utilities | 1.53 | 1.17 |
Energy | 1.32 | 1.50 |
Basic Materials | 1.28 | 1.72 |
Real Estate | 0.10 | 1.52 |
Number of long holdings: 389
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 15.74 | 619.44 | -0.77% | |
NVIDIA | US67066G1040 | 8.71 | 130.39 | -1.22% | |
Berkshire Hathaway A | US0846701086 | 8.56 | 684,120 | +0.05% | |
Amazon.com | US0231351067 | 5.94 | 231.15 | -0.76% | |
Microsoft | US5949181045 | 5.49 | 454.46 | +0.64% | |
Apple | US0378331005 | 3.32 | 253.48 | +0.97% | |
Eli Lilly | US5324571083 | 2.90 | 778.62 | -0.05% | |
Alphabet A | US02079K3059 | 2.29 | 195.42 | -0.63% | |
Netflix | US64110L1061 | 1.97 | 919.13 | -0.21% | |
Alphabet C | US02079K1079 | 1.88 | 197.12 | -0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 631.62B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 128.94B | 37.26 | 11.61 | 15.33 | ||
Fidelity Total Market Index Instl b | 107.41B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 66.2B | 37.89 | 9.30 | 17.88 | ||
Fidelity Growth Company | 60.53B | 36.09 | 8.62 | 18.86 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review