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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.200 | 0.240 | 0.040 |
Stocks | 98.030 | 98.030 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 1.710 | 1.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.600 | 28.081 |
Price to Book | 7.375 | 6.671 |
Price to Sales | 3.956 | 4.186 |
Price to Cash Flow | 17.402 | 18.584 |
Dividend Yield | 0.415 | 0.709 |
5 Years Earnings Growth | 17.879 | 14.898 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.570 | 38.730 |
Consumer Cyclical | 16.850 | 14.154 |
Healthcare | 13.800 | 12.819 |
Communication Services | 10.740 | 11.084 |
Consumer Defensive | 3.440 | 3.799 |
Financial Services | 3.270 | 9.280 |
Industrials | 3.130 | 7.227 |
Basic Materials | 0.540 | 1.898 |
Energy | 0.530 | 1.831 |
Real Estate | 0.130 | 1.681 |
Number of long holdings: 545
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 15.84 | - | - | |
Apple Inc | - | 6.26 | - | - | |
Amazon.com Inc | - | 5.57 | - | - | |
Microsoft Corp | - | 5.35 | - | - | |
Meta Platforms Inc Class A | - | 4.00 | - | - | |
Alphabet Inc Class A | - | 3.36 | - | - | |
Lululemon Athletica Inc | - | 3.09 | - | - | |
Eli Lilly and Co | - | 2.56 | - | - | |
Salesforce Inc | - | 1.92 | - | - | |
Oracle Corp | - | 1.47 | - | - |
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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