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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 2.64 | 2.41 |
Stocks | 74.37 | 74.50 | 0.13 |
Bonds | 24.57 | 25.04 | 0.47 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.79 | 0.85 | 0.06 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.70 | 17.37 |
Price to Book | 2.84 | 2.67 |
Price to Sales | 2.04 | 1.80 |
Price to Cash Flow | 12.31 | 10.88 |
Dividend Yield | 1.75 | 2.10 |
5 Years Earnings Growth | 11.75 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.35 | 20.55 |
Financial Services | 15.13 | 15.25 |
Healthcare | 11.84 | 12.67 |
Industrials | 11.60 | 11.73 |
Consumer Cyclical | 11.41 | 10.06 |
Communication Services | 6.82 | 7.11 |
Consumer Defensive | 5.69 | 6.72 |
Basic Materials | 4.25 | 3.96 |
Energy | 4.16 | 5.68 |
Real Estate | 2.81 | 4.39 |
Utilities | 1.93 | 2.92 |
Number of long holdings: 7,833
Number of short holdings: 37
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.37 | 430.16 | +0.74% | |
Apple | US0378331005 | 2.16 | 189.98 | +1.66% | |
Amazon.com | US0231351067 | 1.78 | 180.75 | -0.17% | |
Alphabet A | US02079K3059 | 1.44 | 174.99 | +0.83% | |
NVIDIA | US67066G1040 | 1.32 | 1,064.69 | +2.57% | |
Meta Platforms | US30303M1027 | 1.22 | 478.22 | +2.67% | |
MSCI EAFE Index Future Mar 24 | - | 0.89 | - | - | |
JPMorgan | US46625H1005 | 0.81 | 200.71 | +1.92% | |
Taiwan Semicon | TW0002330008 | 0.80 | 869.00 | +0.00% | |
United States Treasury Notes 4% | - | 0.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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