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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 1.41 | 1.21 |
Stocks | 99.34 | 99.35 | 0.01 |
Bonds | 0.28 | 0.47 | 0.19 |
Other | 0.18 | 0.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.35 | 20.01 |
Price to Book | 4.09 | 3.84 |
Price to Sales | 2.55 | 2.51 |
Price to Cash Flow | 14.47 | 14.04 |
Dividend Yield | 1.35 | 1.58 |
5 Years Earnings Growth | 12.13 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.95 | 27.61 |
Financial Services | 12.93 | 14.13 |
Healthcare | 12.43 | 13.41 |
Consumer Cyclical | 10.88 | 10.11 |
Communication Services | 9.55 | 8.15 |
Industrials | 7.69 | 9.79 |
Consumer Defensive | 4.88 | 6.40 |
Energy | 4.00 | 4.08 |
Utilities | 2.29 | 2.70 |
Basic Materials | 1.70 | 2.62 |
Real Estate | 1.68 | 2.42 |
Number of long holdings: 1,365
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.97 | 426.28 | +0.25% | |
Fidelity Growth Company Fund | - | 5.66 | - | - | |
NVIDIA | US67066G1040 | 5.27 | 147.74 | +1.00% | |
Apple | US0378331005 | 4.96 | 228.38 | +1.45% | |
Amazon.com | US0231351067 | 3.47 | 213.20 | -0.42% | |
Fidelity SAI US LowVolatility Idx | - | 2.91 | - | - | |
Meta Platforms | US30303M1027 | 2.16 | 576.53 | -0.60% | |
Fidelity SAI US Large Cap Index | - | 2.03 | - | - | |
Alphabet C | US02079K1079 | 1.69 | 177.14 | -1.86% | |
Alphabet A | US02079K3059 | 1.64 | 175.39 | -1.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
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