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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.15 | 0.14 |
Stocks | 99.99 | 99.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.26 | 19.65 |
Price to Book | 3.53 | 3.70 |
Price to Sales | 2.26 | 2.36 |
Price to Cash Flow | 13.33 | 13.57 |
Dividend Yield | 1.54 | 1.61 |
5 Years Earnings Growth | 11.61 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.01 | 26.48 |
Financial Services | 13.05 | 14.24 |
Healthcare | 12.20 | 13.69 |
Consumer Cyclical | 10.51 | 10.25 |
Industrials | 9.42 | 10.19 |
Communication Services | 8.44 | 8.20 |
Consumer Defensive | 5.74 | 6.53 |
Energy | 4.20 | 4.46 |
Real Estate | 2.68 | 2.35 |
Basic Materials | 2.38 | 2.75 |
Utilities | 2.36 | 2.44 |
Number of long holdings: 3,861
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.93 | 424.52 | +0.12% | |
Apple | US0378331005 | 5.07 | 194.48 | -0.71% | |
NVIDIA | US67066G1040 | 4.38 | 1,210.36 | -1.15% | |
Amazon.com | US0231351067 | 3.28 | 185.00 | +2.05% | |
Alphabet A | US02079K3059 | 1.97 | 176.73 | +0.78% | |
Meta Platforms | US30303M1027 | 1.94 | 493.76 | -0.26% | |
Alphabet C | US02079K1079 | 1.67 | 178.35 | +0.72% | |
Berkshire Hathaway B | US0846707026 | 1.48 | 411.08 | +0.30% | |
Eli Lilly | US5324571083 | 1.28 | 837.29 | +0.66% | |
Broadcom | US11135F1012 | 1.17 | 1,401.06 | -0.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 | ||
Fidelity Blue Chip Growth | 57.86B | 11.65 | 6.39 | 17.08 |
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