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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.03 | 0.32 | 0.29 |
Stocks | 99.97 | 99.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.23 | 19.34 |
Price to Book | 4.01 | 3.66 |
Price to Sales | 2.57 | 2.32 |
Price to Cash Flow | 14.45 | 13.34 |
Dividend Yield | 1.49 | 1.63 |
5 Years Earnings Growth | 12.01 | 11.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.83 | 26.58 |
Healthcare | 12.56 | 13.80 |
Financial Services | 12.53 | 14.15 |
Consumer Cyclical | 10.79 | 10.31 |
Communication Services | 8.89 | 8.10 |
Industrials | 8.23 | 10.12 |
Consumer Defensive | 5.93 | 6.55 |
Energy | 3.71 | 4.36 |
Real Estate | 2.31 | 2.43 |
Utilities | 2.13 | 2.41 |
Basic Materials | 2.09 | 2.76 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.16 | 404.33 | -1.82% | |
Apple | US0378331005 | 6.15 | 167.04 | -0.57% | |
NVIDIA | US67066G1040 | 4.55 | 846.71 | +0.76% | |
Amazon.com | US0231351067 | 3.74 | 179.17 | -1.16% | |
Meta Platforms | US30303M1027 | 2.53 | 501.80 | +1.54% | |
Alphabet A | US02079K3059 | 1.91 | 155.97 | +0.32% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 399.81 | +0.52% | |
Alphabet C | US02079K1079 | 1.62 | 157.46 | +0.37% | |
Eli Lilly | US5324571083 | 1.40 | 745.95 | -0.64% | |
Broadcom | US11135F1012 | 1.33 | 1,258.99 | -1.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 | ||
Fidelity Blue Chip Growth | 55.46B | 16.22 | 9.82 | 17.32 |
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