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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.14 | 0.00 |
Stocks | 96.94 | 96.94 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.86 | 2.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.24 | 27.66 |
Price to Book | 7.71 | 6.61 |
Price to Sales | 4.07 | 4.09 |
Price to Cash Flow | 16.50 | 18.36 |
Dividend Yield | 0.40 | 0.72 |
5 Years Earnings Growth | 17.71 | 14.58 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.10 | 38.64 |
Consumer Cyclical | 18.03 | 14.30 |
Healthcare | 12.20 | 12.94 |
Communication Services | 9.97 | 10.92 |
Consumer Defensive | 3.03 | 3.85 |
Financial Services | 2.80 | 9.32 |
Industrials | 2.68 | 7.12 |
Energy | 0.66 | 1.89 |
Basic Materials | 0.42 | 1.89 |
Real Estate | 0.10 | 1.71 |
Number of long holdings: 570
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.97 | 795.18 | +4.35% | |
Apple | US0378331005 | 9.15 | 165.84 | +0.51% | |
Microsoft | US5949181045 | 7.45 | 400.96 | +0.46% | |
Amazon.com | US0231351067 | 6.49 | 177.23 | +1.49% | |
Alphabet A | US02079K3059 | 3.79 | 156.28 | +1.42% | |
Lululemon Athletica | US5500211090 | 3.59 | 361.79 | +2.64% | |
Alphabet C | US02079K1079 | 2.27 | 157.95 | +1.43% | |
Meta Platforms | US30303M1027 | 2.06 | 481.73 | +0.14% | |
Eli Lilly | US5324571083 | 2.01 | 731.33 | +0.69% | |
Salesforce Inc | US79466L3024 | 1.96 | 273.81 | +1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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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