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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.01 | 0.00 |
Stocks | 99.99 | 99.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.73 | 19.60 |
Price to Book | 3.62 | 3.69 |
Price to Sales | 2.30 | 2.35 |
Price to Cash Flow | 13.56 | 13.54 |
Dividend Yield | 1.48 | 1.61 |
5 Years Earnings Growth | 12.09 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.77 | 26.59 |
Financial Services | 12.87 | 14.21 |
Healthcare | 12.44 | 13.75 |
Consumer Cyclical | 10.83 | 10.30 |
Industrials | 9.30 | 10.15 |
Communication Services | 8.21 | 8.16 |
Consumer Defensive | 5.56 | 6.51 |
Energy | 3.80 | 4.38 |
Real Estate | 2.82 | 2.38 |
Basic Materials | 2.33 | 2.74 |
Utilities | 2.07 | 2.39 |
Number of long holdings: 3,870
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.19 | 397.84 | +0.73% | |
Apple | US0378331005 | 5.32 | 173.18 | +2.29% | |
NVIDIA | US67066G1040 | 3.94 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 3.24 | 184.72 | +3.20% | |
Meta Platforms | US30303M1027 | 2.19 | 441.84 | +0.60% | |
Alphabet A | US02079K3059 | 1.65 | 166.62 | +1.68% | |
Berkshire Hathaway B | US0846707026 | 1.50 | 400.60 | +0.51% | |
Alphabet C | US02079K1079 | 1.40 | 168.46 | +1.75% | |
Eli Lilly | US5324571083 | 1.21 | 755.91 | -2.68% | |
Broadcom | US11135F1012 | 1.15 | 1,238.57 | -0.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 | ||
Fidelity Blue Chip Growth | 55.46B | 16.22 | 9.82 | 17.32 |
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