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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.020 | 100.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.773 | 19.604 |
Price to Book | 3.924 | 3.686 |
Price to Sales | 2.531 | 2.353 |
Price to Cash Flow | 14.171 | 13.519 |
Dividend Yield | 1.543 | 1.617 |
5 Years Earnings Growth | 11.720 | 11.599 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.150 | 26.449 |
Financial Services | 12.670 | 14.223 |
Healthcare | 12.320 | 13.693 |
Consumer Cyclical | 10.480 | 10.240 |
Communication Services | 9.140 | 8.197 |
Industrials | 8.280 | 10.174 |
Consumer Defensive | 6.130 | 6.536 |
Energy | 4.090 | 4.480 |
Utilities | 2.430 | 2.491 |
Real Estate | 2.170 | 2.336 |
Basic Materials | 2.140 | 2.749 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 441.06 | +1.94% | |
Apple | US0378331005 | 5.81 | 213.07 | +2.86% | |
NVIDIA | US67066G1040 | 5.01 | 125.20 | +3.55% | |
Amazon.com | US0231351067 | 3.76 | 186.89 | -0.18% | |
Alphabet A | US02079K3059 | 2.25 | 177.79 | +0.66% | |
Meta Platforms | US30303M1027 | 2.22 | 508.84 | +0.27% | |
Alphabet C | US02079K1079 | 1.91 | 179.56 | +0.77% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 408.77 | +0.07% | |
Eli Lilly | US5324571083 | 1.46 | 867.30 | +0.17% | |
Broadcom | US11135F1012 | 1.34 | 1,495.51 | +2.36% |
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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