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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.10 | 1.87 | 0.77 |
Stocks | 98.49 | 98.49 | 0.00 |
Bonds | 0.05 | 0.05 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.36 | 0.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.78 | 28.10 |
Price to Book | 3.59 | 6.67 |
Price to Sales | 2.45 | 4.19 |
Price to Cash Flow | 14.81 | 18.62 |
Dividend Yield | 1.20 | 0.71 |
5 Years Earnings Growth | 12.88 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.93 | 38.72 |
Healthcare | 12.51 | 12.82 |
Financial Services | 12.44 | 9.28 |
Consumer Cyclical | 10.79 | 14.13 |
Industrials | 10.23 | 7.23 |
Communication Services | 8.79 | 11.12 |
Consumer Defensive | 5.61 | 3.79 |
Energy | 4.41 | 1.83 |
Real Estate | 2.69 | 1.69 |
Basic Materials | 2.39 | 1.90 |
Utilities | 2.21 | 1.04 |
Number of long holdings: 488
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.18 | - | - | |
Apple Inc | - | 4.24 | - | - | |
Amazon.com Inc | - | 3.80 | - | - | |
Alphabet Inc Class A | - | 3.44 | - | - | |
NVIDIA Corp | - | 3.03 | - | - | |
Meta Platforms Inc Class A | - | 2.52 | - | - | |
JPMorgan Chase & Co | - | 1.74 | - | - | |
Exxon Mobil Corp | - | 1.70 | - | - | |
Salesforce Inc | - | 1.40 | - | - | |
Boston Scientific Corp | - | 1.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
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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