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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.28 | 1.33 | 0.05 |
Stocks | 95.23 | 95.23 | 0.00 |
Other | 3.48 | 3.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.40 | 27.66 |
Price to Book | 4.44 | 6.61 |
Price to Sales | 3.29 | 4.09 |
Price to Cash Flow | 15.86 | 18.36 |
Dividend Yield | 0.66 | 0.72 |
5 Years Earnings Growth | 16.42 | 14.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.34 | 38.64 |
Communication Services | 20.39 | 10.92 |
Financial Services | 13.24 | 9.32 |
Healthcare | 12.00 | 12.94 |
Consumer Cyclical | 11.61 | 14.30 |
Industrials | 6.36 | 7.12 |
Energy | 2.74 | 1.89 |
Basic Materials | 2.68 | 1.89 |
Consumer Defensive | 1.73 | 3.85 |
Utilities | 0.88 | 1.02 |
Real Estate | 0.01 | 1.71 |
Number of long holdings: 430
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.46 | 495.77 | +2.92% | |
Microsoft | US5949181045 | 7.55 | 407.06 | +1.52% | |
NVIDIA | US67066G1040 | 6.33 | 824.18 | +3.65% | |
Amazon.com | US0231351067 | 5.21 | 179.51 | +1.29% | |
Alphabet A | US02079K3059 | 5.20 | 158.27 | +1.27% | |
Berkshire Hathaway A | US0846701086 | 4.88 | 615,108 | -0.35% | |
Eli Lilly | US5324571083 | 3.00 | 745.62 | +1.95% | |
Apple | US0378331005 | 2.71 | 166.82 | +0.59% | |
Netflix | US64110L1061 | 1.99 | 577.51 | +4.13% | |
Regeneron Pharma | US75886F1075 | 1.77 | 907.32 | +0.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
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 |
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