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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 97.49 | 97.50 | 0.01 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 2.42 | 2.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.51 | 27.55 |
Price to Book | 7.24 | 6.60 |
Price to Sales | 4.10 | 4.07 |
Price to Cash Flow | 17.01 | 18.34 |
Dividend Yield | 0.46 | 0.73 |
5 Years Earnings Growth | 17.79 | 14.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.73 | 38.64 |
Consumer Cyclical | 21.25 | 14.31 |
Communication Services | 15.99 | 10.90 |
Healthcare | 8.63 | 12.94 |
Financial Services | 2.53 | 9.32 |
Consumer Defensive | 2.35 | 3.86 |
Energy | 1.64 | 1.88 |
Industrials | 1.58 | 7.11 |
Real Estate | 0.20 | 1.71 |
Basic Materials | 0.10 | 1.89 |
Number of long holdings: 344
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 12.94 | 762.00 | -10.00% | |
Microsoft | US5949181045 | 9.28 | 399.12 | -1.27% | |
Amazon.com | US0231351067 | 8.77 | 174.63 | -2.56% | |
Apple | US0378331005 | 7.44 | 165.00 | -1.22% | |
Meta Platforms | US30303M1027 | 5.73 | 481.07 | -4.13% | |
Alphabet A | US02079K3059 | 5.53 | 154.09 | -1.23% | |
Marvell | US5738741041 | 3.37 | 62.13 | -4.77% | |
Eli Lilly | US5324571083 | 2.64 | 726.30 | -2.63% | |
Uber Tech | US90353T1007 | 2.35 | 69.22 | -2.92% | |
Netflix | US64110L1061 | 2.20 | 555.04 | -9.09% |
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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