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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.24 | 1.32 | 0.08 |
Stocks | 95.12 | 95.12 | 0.00 |
Other | 3.63 | 3.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.69 | 27.99 |
Price to Book | 4.35 | 6.63 |
Price to Sales | 3.32 | 4.18 |
Price to Cash Flow | 15.32 | 18.41 |
Dividend Yield | 0.72 | 0.71 |
5 Years Earnings Growth | 14.81 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.60 | 38.66 |
Communication Services | 19.94 | 11.18 |
Financial Services | 13.89 | 9.28 |
Consumer Cyclical | 11.52 | 14.13 |
Healthcare | 11.37 | 12.77 |
Industrials | 6.88 | 7.24 |
Energy | 3.08 | 1.86 |
Basic Materials | 2.94 | 1.91 |
Utilities | 1.41 | 1.03 |
Consumer Defensive | 1.37 | 3.79 |
Number of long holdings: 440
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 10.18 | 493.76 | -0.26% | |
Microsoft | US5949181045 | 7.42 | 424.52 | +0.12% | |
NVIDIA | US67066G1040 | 7.16 | 1,210.36 | -1.15% | |
Alphabet A | US02079K3059 | 6.18 | 176.73 | +0.78% | |
Amazon.com | US0231351067 | 5.39 | 185.00 | +2.05% | |
Berkshire Hathaway A | US0846701086 | 4.96 | 620,000 | +0.32% | |
Eli Lilly | US5324571083 | 3.12 | 837.29 | +0.66% | |
Apple | US0378331005 | 2.31 | 194.48 | -0.71% | |
Netflix | US64110L1061 | 1.83 | 648.52 | -0.27% | |
Regeneron Pharma | US75886F1075 | 1.73 | 1,000.79 | -0.51% |
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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