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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.72 | 1.72 | 0.00 |
Stocks | 98.28 | 98.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.17 | 27.93 |
Price to Book | 8.12 | 6.65 |
Price to Sales | 3.53 | 4.15 |
Price to Cash Flow | 20.40 | 18.47 |
Dividend Yield | 0.63 | 0.72 |
5 Years Earnings Growth | 15.05 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.70 | 38.72 |
Industrials | 15.41 | 7.18 |
Healthcare | 12.50 | 12.87 |
Consumer Cyclical | 12.34 | 14.20 |
Financial Services | 10.90 | 9.29 |
Communication Services | 8.64 | 11.02 |
Basic Materials | 5.61 | 1.90 |
Consumer Defensive | 1.90 | 3.84 |
Number of long holdings: 62
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.09 | 397.10 | +0.55% | |
NVIDIA | US67066G1040 | 5.57 | 854.30 | +2.88% | |
Amazon.com | US0231351067 | 4.77 | 184.70 | +3.18% | |
Meta Platforms | US30303M1027 | 3.91 | 442.74 | +0.81% | |
Alphabet A | US02079K3059 | 3.06 | 165.61 | +1.07% | |
Eli Lilly | US5324571083 | 2.47 | 758.96 | -2.29% | |
Broadcom | US11135F1012 | 2.32 | 1,225.15 | -1.42% | |
Visa A | US92826C8394 | 2.23 | 268.70 | +0.52% | |
UnitedHealth | US91324P1021 | 2.09 | 491.28 | +1.48% | |
Mastercard | US57636Q1040 | 2.06 | 442.45 | +0.09% |
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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