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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.15 | 0.14 |
Stocks | 99.99 | 99.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.26 | 19.60 |
Price to Book | 3.53 | 3.69 |
Price to Sales | 2.26 | 2.35 |
Price to Cash Flow | 13.33 | 13.52 |
Dividend Yield | 1.54 | 1.62 |
5 Years Earnings Growth | 11.61 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.01 | 26.45 |
Financial Services | 13.05 | 14.22 |
Healthcare | 12.20 | 13.69 |
Consumer Cyclical | 10.51 | 10.24 |
Industrials | 9.42 | 10.17 |
Communication Services | 8.44 | 8.20 |
Consumer Defensive | 5.74 | 6.54 |
Energy | 4.20 | 4.48 |
Real Estate | 2.68 | 2.34 |
Basic Materials | 2.38 | 2.75 |
Utilities | 2.36 | 2.49 |
Number of long holdings: 3,861
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.93 | 423.85 | -0.16% | |
Apple | US0378331005 | 5.07 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 4.38 | 120.89 | -0.09% | |
Amazon.com | US0231351067 | 3.28 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 1.97 | 174.45 | -1.29% | |
Meta Platforms | US30303M1027 | 1.94 | 492.96 | -0.16% | |
Alphabet C | US02079K1079 | 1.67 | 175.95 | -1.35% | |
Berkshire Hathaway B | US0846707026 | 1.48 | 413.72 | +0.64% | |
Eli Lilly | US5324571083 | 1.28 | 849.99 | +1.52% | |
Broadcom | US11135F1012 | 1.17 | 1,407.04 | +0.41% |
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 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 | ||
Fidelity Blue Chip Growth | 53.49B | 20.08 | 9.54 | 17.49 |
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