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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.05 | 1.06 | 0.01 |
Stocks | 98.90 | 98.92 | 0.02 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.31 | 19.60 |
Price to Book | 2.93 | 3.69 |
Price to Sales | 1.71 | 2.35 |
Price to Cash Flow | 12.70 | 13.52 |
Dividend Yield | 1.66 | 1.62 |
5 Years Earnings Growth | 12.88 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.43 | 26.45 |
Financial Services | 17.05 | 14.22 |
Industrials | 14.88 | 10.17 |
Healthcare | 12.60 | 13.69 |
Communication Services | 10.15 | 8.20 |
Energy | 10.14 | 4.48 |
Consumer Defensive | 4.71 | 6.54 |
Consumer Cyclical | 3.48 | 10.24 |
Utilities | 2.52 | 2.49 |
Basic Materials | 2.07 | 2.75 |
Real Estate | 0.97 | 2.34 |
Number of long holdings: 178
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.43 | 441.06 | +1.94% | |
Exxon Mobil | US30231G1022 | 6.51 | 110.93 | -1.11% | |
Wells Fargo&Co | US9497461015 | 5.86 | 57.30 | +0.30% | |
General Electric | US3696043013 | 5.74 | 161.05 | +0.43% | |
NVIDIA | US67066G1040 | 3.53 | 125.20 | +3.55% | |
Bank of America | US0605051046 | 2.70 | 39.41 | +1.42% | |
Meta Platforms | US30303M1027 | 2.54 | 508.84 | +0.27% | |
Apple | US0378331005 | 2.44 | 213.07 | +2.86% | |
Boeing | US0970231058 | 2.35 | 182.67 | -1.53% | |
Alphabet A | US02079K3059 | 2.06 | 177.79 | +0.66% |
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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