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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.58 | 1.59 | 0.01 |
Stocks | 96.30 | 96.30 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.11 | 2.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.72 | 27.83 |
Price to Book | 4.17 | 6.60 |
Price to Sales | 3.17 | 4.16 |
Price to Cash Flow | 15.50 | 18.28 |
Dividend Yield | 0.68 | 0.72 |
5 Years Earnings Growth | 15.47 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.68 | 38.58 |
Communication Services | 21.54 | 11.24 |
Financial Services | 16.82 | 9.27 |
Healthcare | 11.54 | 12.78 |
Consumer Cyclical | 11.44 | 14.12 |
Industrials | 5.48 | 7.25 |
Energy | 2.67 | 1.88 |
Basic Materials | 2.02 | 1.90 |
Consumer Defensive | 1.96 | 3.79 |
Utilities | 0.85 | 1.00 |
Number of long holdings: 374
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 13.78 | 492.96 | -0.16% | |
Berkshire Hathaway A | US0846701086 | 8.71 | 622,291 | +0.37% | |
NVIDIA | US67066G1040 | 6.71 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 6.53 | 184.30 | -0.38% | |
Microsoft | US5949181045 | 6.49 | 423.85 | -0.16% | |
Eli Lilly | US5324571083 | 3.23 | 849.99 | +1.52% | |
Apple | US0378331005 | 2.90 | 196.89 | +1.24% | |
Alphabet A | US02079K3059 | 2.54 | 174.45 | -1.29% | |
Alphabet C | US02079K1079 | 2.12 | 175.95 | -1.35% | |
UnitedHealth | US91324P1021 | 2.10 | 490.69 | -2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
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 | ||
Fidelity Blue Chip Growth | 53.49B | 20.08 | 9.54 | 17.49 |
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