
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.63 | 3.28 | 2.65 |
Stocks | 61.41 | 61.41 | 0.00 |
Bonds | 37.68 | 37.72 | 0.04 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.24 | 0.43 | 0.19 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.57 | 16.68 |
Price to Book | 3.34 | 2.75 |
Price to Sales | 1.96 | 1.83 |
Price to Cash Flow | 11.22 | 9.84 |
Dividend Yield | 1.42 | 2.24 |
5 Years Earnings Growth | 14.72 | 11.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.41 | 20.11 |
Healthcare | 14.56 | 14.68 |
Financial Services | 13.46 | 15.24 |
Consumer Cyclical | 10.00 | 9.81 |
Communication Services | 8.19 | 6.96 |
Industrials | 7.87 | 10.71 |
Consumer Defensive | 7.21 | 7.07 |
Energy | 5.28 | 5.49 |
Utilities | 2.79 | 3.36 |
Basic Materials | 2.63 | 3.88 |
Real Estate | 2.59 | 3.74 |
Number of long holdings: 5,027
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.13 | 335.40 | +0.85% | |
Apple | US0378331005 | 3.72 | 180.95 | +0.48% | |
United States Treasury Notes 1.25% | - | 1.95 | - | - | |
Amazon.com | US0231351067 | 1.77 | 124.25 | +1.21% | |
United States Treasury Notes 4.125% | - | 1.63 | - | - | |
NVIDIA | US67066G1040 | 1.41 | 393.27 | -1.11% | |
Alphabet A | US02079K3059 | 1.27 | 124.67 | +0.77% | |
Exxon Mobil | US30231G1022 | 1.20 | 105.76 | +2.32% | |
UnitedHealth | US91324P1021 | 1.17 | 499.58 | +1.21% | |
Meta Platforms | US30303M1027 | 1.10 | 272.61 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 392.03B | 9.17 | 14.51 | 12.19 | ||
Fidelity Contrafund | 93.7B | 15.12 | 11.24 | 12.79 | ||
Fidelity Contrafund K | 8.81B | 15.15 | 11.32 | 12.89 | ||
Fidelity Total Market Index Instl b | 70.42B | 8.33 | 13.92 | 11.58 | ||
Strategic Advisers Core | 50.44B | 8.77 | 15.11 | 11.86 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review