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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.32 | 0.16 |
Stocks | 96.80 | 96.80 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.12 | 0.12 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.88 | 2.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.15 | 27.99 |
Price to Book | 7.05 | 6.63 |
Price to Sales | 3.94 | 4.18 |
Price to Cash Flow | 16.71 | 18.41 |
Dividend Yield | 0.43 | 0.71 |
5 Years Earnings Growth | 17.48 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.14 | 38.66 |
Consumer Cyclical | 17.44 | 14.13 |
Healthcare | 12.74 | 12.77 |
Communication Services | 11.39 | 11.18 |
Consumer Defensive | 3.18 | 3.79 |
Financial Services | 3.01 | 9.28 |
Industrials | 2.91 | 7.24 |
Basic Materials | 0.55 | 1.91 |
Energy | 0.47 | 1.86 |
Utilities | 0.09 | 1.03 |
Real Estate | 0.07 | 1.68 |
Number of long holdings: 579
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.22 | 1,210.36 | -1.15% | |
Apple | US0378331005 | 8.13 | 194.48 | -0.71% | |
Microsoft | US5949181045 | 7.48 | 424.52 | +0.12% | |
Amazon.com | US0231351067 | 6.63 | 185.00 | +2.05% | |
Alphabet A | US02079K3059 | 4.37 | 176.73 | +0.78% | |
Lululemon Athletica | US5500211090 | 2.90 | 323.03 | +4.79% | |
Alphabet C | US02079K1079 | 2.57 | 178.35 | +0.72% | |
Meta Platforms | US30303M1027 | 2.45 | 493.76 | -0.26% | |
Eli Lilly | US5324571083 | 2.43 | 837.29 | +0.66% | |
Salesforce Inc | US79466L3024 | 1.59 | 242.76 | +2.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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