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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.45 | 0.18 |
Stocks | 97.12 | 97.14 | 0.02 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 2.49 | 2.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.18 | 27.99 |
Price to Book | 7.37 | 6.63 |
Price to Sales | 4.21 | 4.18 |
Price to Cash Flow | 17.89 | 18.41 |
Dividend Yield | 0.45 | 0.71 |
5 Years Earnings Growth | 17.49 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.35 | 38.66 |
Consumer Cyclical | 20.91 | 14.13 |
Communication Services | 16.29 | 11.18 |
Healthcare | 8.53 | 12.77 |
Financial Services | 2.79 | 9.28 |
Consumer Defensive | 2.34 | 3.79 |
Industrials | 1.86 | 7.24 |
Energy | 1.58 | 1.86 |
Real Estate | 0.18 | 1.68 |
Basic Materials | 0.13 | 1.91 |
Utilities | 0.03 | 1.03 |
Number of long holdings: 358
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 13.16 | - | - | |
Microsoft Corp | - | 9.10 | - | - | |
Amazon.com Inc | - | 8.63 | - | - | |
Apple Inc | - | 6.80 | - | - | |
Alphabet Inc Class A | - | 5.89 | - | - | |
Meta Platforms Inc Class A | - | 5.59 | - | - | |
Marvell Technology Inc | - | 3.23 | - | - | |
Eli Lilly and Co | - | 2.63 | - | - | |
Netflix Inc | - | 2.14 | - | - | |
Uber Technologies Inc | - | 2.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 91.97B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 |
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