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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 1.00 | 0.03 |
Stocks | 98.79 | 98.79 | 0.00 |
Other | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.73 | 24.15 |
Price to Book | 4.02 | 4.42 |
Price to Sales | 2.77 | 3.30 |
Price to Cash Flow | 16.00 | 16.34 |
Dividend Yield | 1.16 | 1.11 |
5 Years Earnings Growth | 14.64 | 13.34 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.30 | 28.61 |
Industrials | 17.03 | 11.56 |
Consumer Cyclical | 13.02 | 12.58 |
Communication Services | 9.86 | 9.30 |
Financial Services | 9.08 | 12.04 |
Healthcare | 8.87 | 15.78 |
Consumer Defensive | 2.68 | 4.70 |
Energy | 2.25 | 3.83 |
Utilities | 2.18 | 1.10 |
Basic Materials | 1.98 | 3.47 |
Real Estate | 0.75 | 1.79 |
Number of long holdings: 193
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 6.51 | - | - | |
Microsoft Corp | - | 5.15 | - | - | |
Meta Platforms Inc Class A | - | 4.76 | - | - | |
Amazon.com Inc | - | 4.17 | - | - | |
Eaton | IE00B8KQN827 | 3.60 | 330.47 | +0.60% | |
Fiserv Inc | - | 3.57 | - | - | |
Eli Lilly and Co | - | 3.54 | - | - | |
Micron Technology Inc | - | 2.95 | - | - | |
Alphabet Inc Class A | - | 2.33 | - | - | |
Vertiv Holdings Co Class A | - | 2.26 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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