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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 98.54 | 98.54 | 0.00 |
Convertible | 0.31 | 0.31 | 0.00 |
Other | 1.66 | 1.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.02 | 28.10 |
Price to Book | 7.53 | 6.67 |
Price to Sales | 5.20 | 4.19 |
Price to Cash Flow | 18.93 | 18.62 |
Dividend Yield | 0.54 | 0.71 |
5 Years Earnings Growth | 17.87 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.32 | 38.72 |
Communication Services | 18.09 | 11.12 |
Consumer Cyclical | 12.62 | 14.13 |
Healthcare | 5.85 | 12.82 |
Industrials | 4.42 | 7.23 |
Consumer Defensive | 3.93 | 3.79 |
Financial Services | 2.43 | 9.28 |
Energy | 2.31 | 1.83 |
Real Estate | 1.03 | 1.69 |
Utilities | 0.83 | 1.04 |
Basic Materials | 0.16 | 1.90 |
Number of long holdings: 157
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 12.60 | - | - | |
Apple Inc | - | 9.65 | - | - | |
NVIDIA Corp | - | 8.75 | - | - | |
Amazon.com Inc | - | 8.63 | - | - | |
Alphabet Inc Class A | - | 6.36 | - | - | |
Meta Platforms Inc Class A | - | 6.13 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 2.85 | - | - | |
Alphabet Inc Class C | - | 2.75 | - | - | |
Marvell Technology Inc | - | 2.50 | - | - | |
ASML Holding NV ADR | - | 2.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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