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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.15 | 0.01 |
Stocks | 96.77 | 96.77 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 3.03 | 3.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.00 | 27.99 |
Price to Book | 7.04 | 6.63 |
Price to Sales | 3.91 | 4.18 |
Price to Cash Flow | 16.66 | 18.41 |
Dividend Yield | 0.44 | 0.71 |
5 Years Earnings Growth | 17.38 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.38 | 38.66 |
Consumer Cyclical | 17.36 | 14.13 |
Healthcare | 12.52 | 12.77 |
Communication Services | 11.29 | 11.18 |
Consumer Defensive | 3.21 | 3.79 |
Financial Services | 3.02 | 9.28 |
Industrials | 2.98 | 7.24 |
Basic Materials | 0.53 | 1.91 |
Energy | 0.53 | 1.86 |
Utilities | 0.10 | 1.03 |
Real Estate | 0.09 | 1.68 |
Number of long holdings: 581
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.23 | 1,210.36 | -1.15% | |
Apple | US0378331005 | 8.74 | 194.48 | -0.71% | |
Microsoft | US5949181045 | 7.26 | 424.52 | +0.12% | |
Amazon.com | US0231351067 | 6.64 | 185.00 | +2.05% | |
Alphabet A | US02079K3059 | 4.50 | 176.73 | +0.78% | |
Lululemon Athletica | US5500211090 | 2.82 | 323.03 | +4.79% | |
Alphabet C | US02079K1079 | 2.73 | 178.35 | +0.72% | |
Eli Lilly | US5324571083 | 2.22 | 837.29 | +0.66% | |
Meta Platforms | US30303M1027 | 2.04 | 493.76 | -0.26% | |
Salesforce Inc | US79466L3024 | 1.74 | 242.76 | +2.63% |
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 | ||
Fidelity Total Market Index Instl b | 91.97B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 |
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