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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.48 | 99.49 | 0.01 |
Bonds | 0.35 | 0.66 | 0.31 |
Other | 0.17 | 0.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.95 | 19.65 |
Price to Book | 3.76 | 3.70 |
Price to Sales | 2.34 | 2.36 |
Price to Cash Flow | 13.69 | 13.57 |
Dividend Yield | 1.45 | 1.61 |
5 Years Earnings Growth | 12.06 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.03 | 26.48 |
Financial Services | 13.64 | 14.24 |
Healthcare | 12.98 | 13.69 |
Consumer Cyclical | 11.09 | 10.25 |
Communication Services | 9.09 | 8.20 |
Industrials | 8.21 | 10.19 |
Consumer Defensive | 5.23 | 6.53 |
Energy | 4.70 | 4.46 |
Utilities | 2.45 | 2.44 |
Basic Materials | 1.81 | 2.75 |
Real Estate | 1.77 | 2.35 |
Number of long holdings: 1,396
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.57 | 424.52 | +0.12% | |
Fidelity Growth Company Fund | - | 5.37 | - | - | |
Apple | US0378331005 | 4.23 | 194.48 | -0.71% | |
NVIDIA | US67066G1040 | 4.02 | 1,210.36 | -1.15% | |
Amazon.com | US0231351067 | 3.40 | 185.00 | +2.05% | |
Fidelity SAI US LowVolatility Idx | - | 2.94 | - | - | |
Fidelity SAI US Large Cap Index | - | 2.09 | - | - | |
Meta Platforms | US30303M1027 | 1.95 | 493.76 | -0.26% | |
Alphabet C | US02079K1079 | 1.68 | 178.35 | +0.72% | |
Alphabet A | US02079K3059 | 1.58 | 176.73 | +0.78% |
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 Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Fidelity Blue Chip Growth | 53.49B | 20.08 | 9.54 | 17.49 |
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