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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.15 | 0.01 |
Stocks | 96.77 | 96.77 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 3.03 | 3.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.00 | 27.83 |
Price to Book | 7.04 | 6.60 |
Price to Sales | 3.91 | 4.16 |
Price to Cash Flow | 16.66 | 18.28 |
Dividend Yield | 0.44 | 0.72 |
5 Years Earnings Growth | 17.38 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.38 | 38.58 |
Consumer Cyclical | 17.36 | 14.12 |
Healthcare | 12.52 | 12.78 |
Communication Services | 11.29 | 11.24 |
Consumer Defensive | 3.21 | 3.79 |
Financial Services | 3.02 | 9.27 |
Industrials | 2.98 | 7.25 |
Basic Materials | 0.53 | 1.90 |
Energy | 0.53 | 1.88 |
Utilities | 0.10 | 1.00 |
Real Estate | 0.09 | 1.67 |
Number of long holdings: 581
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.23 | 1,208.61 | -0.11% | |
Apple | US0378331005 | 8.74 | 196.89 | +1.24% | |
Microsoft | US5949181045 | 7.26 | 423.85 | -0.16% | |
Amazon.com | US0231351067 | 6.64 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 4.50 | 174.45 | -1.29% | |
Lululemon Athletica | US5500211090 | 2.82 | 317.86 | -1.60% | |
Alphabet C | US02079K1079 | 2.73 | 175.95 | -1.35% | |
Eli Lilly | US5324571083 | 2.22 | 849.99 | +1.52% | |
Meta Platforms | US30303M1027 | 2.04 | 492.96 | -0.16% | |
Salesforce Inc | US79466L3024 | 1.74 | 241.85 | -0.37% |
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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