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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.11 | 2.11 | 0.00 |
Stocks | 95.82 | 95.82 | 0.00 |
Other | 2.07 | 2.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.25 | 28.10 |
Price to Book | 4.42 | 6.67 |
Price to Sales | 3.40 | 4.19 |
Price to Cash Flow | 16.87 | 18.62 |
Dividend Yield | 0.54 | 0.71 |
5 Years Earnings Growth | 16.66 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.19 | 38.72 |
Communication Services | 22.13 | 11.12 |
Financial Services | 16.60 | 9.28 |
Consumer Cyclical | 11.52 | 14.13 |
Healthcare | 11.42 | 12.82 |
Industrials | 5.35 | 7.23 |
Energy | 2.41 | 1.83 |
Basic Materials | 2.05 | 1.90 |
Consumer Defensive | 1.85 | 3.79 |
Utilities | 0.46 | 1.04 |
Real Estate | 0.02 | 1.69 |
Number of long holdings: 370
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms Inc Class A | - | 14.78 | - | - | |
Berkshire Hathaway Inc Class A | - | 8.76 | - | - | |
Microsoft Corp | - | 6.67 | - | - | |
NVIDIA Corp | - | 6.66 | - | - | |
Amazon.com Inc | - | 6.39 | - | - | |
Eli Lilly and Co | - | 3.06 | - | - | |
Apple Inc | - | 2.81 | - | - | |
Alphabet Inc Class A | - | 2.22 | - | - | |
UnitedHealth Group Inc | - | 2.20 | - | - | |
Regeneron Pharmaceuticals Inc | - | 1.88 | - | - |
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 Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
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