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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.23 | 1.23 | 0.00 |
Stocks | 96.74 | 96.74 | 0.00 |
Convertible | 0.30 | 0.30 | 0.00 |
Other | 1.73 | 1.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.47 | 27.83 |
Price to Book | 7.21 | 6.60 |
Price to Sales | 5.05 | 4.16 |
Price to Cash Flow | 17.94 | 18.28 |
Dividend Yield | 0.59 | 0.72 |
5 Years Earnings Growth | 17.45 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.42 | 38.58 |
Communication Services | 18.35 | 11.24 |
Consumer Cyclical | 12.46 | 14.12 |
Healthcare | 6.08 | 12.78 |
Industrials | 4.59 | 7.25 |
Consumer Defensive | 4.08 | 3.79 |
Financial Services | 2.29 | 9.27 |
Energy | 1.70 | 1.88 |
Real Estate | 0.94 | 1.67 |
Utilities | 0.91 | 1.00 |
Basic Materials | 0.16 | 1.90 |
Number of long holdings: 155
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.87 | 427.82 | -0.01% | |
Apple | US0378331005 | 9.86 | 203.50 | +5.37% | |
Amazon.com | US0231351067 | 8.71 | 185.05 | -1.07% | |
NVIDIA | US67066G1040 | 8.70 | 120.13 | -1.35% | |
Alphabet A | US02079K3059 | 7.14 | 173.86 | -0.66% | |
Meta Platforms | US30303M1027 | 5.10 | 500.00 | -0.52% | |
Taiwan Semiconductor | US8740391003 | 3.14 | 164.84 | -1.97% | |
Alphabet C | US02079K1079 | 3.09 | 175.54 | -0.62% | |
Marvell | US5738741041 | 2.42 | 70.21 | +1.07% | |
ASML ADR | USN070592100 | 2.36 | 1,026.65 | -1.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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