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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.29 | 0.39 | 0.10 |
Stocks | 99.71 | 99.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.92 | 27.99 |
Price to Book | 5.39 | 6.63 |
Price to Sales | 3.56 | 4.18 |
Price to Cash Flow | 17.76 | 18.41 |
Dividend Yield | 0.66 | 0.71 |
5 Years Earnings Growth | 18.08 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.85 | 38.66 |
Industrials | 20.40 | 7.24 |
Communication Services | 11.79 | 11.18 |
Consumer Cyclical | 10.51 | 14.13 |
Healthcare | 7.81 | 12.77 |
Financial Services | 5.43 | 9.28 |
Utilities | 3.16 | 1.03 |
Energy | 2.32 | 1.86 |
Consumer Defensive | 0.72 | 3.79 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 9.56 | - | - | |
Microsoft Corp | - | 7.83 | - | - | |
Meta Platforms Inc Class A | - | 7.04 | - | - | |
Eaton | IE00B8KQN827 | 5.52 | 332.85 | -0.40% | |
Amazon.com Inc | - | 5.51 | - | - | |
Fiserv Inc | - | 5.15 | - | - | |
Eli Lilly and Co | - | 5.05 | - | - | |
Micron Technology Inc | - | 4.75 | - | - | |
Vertiv Holdings Co Class A | - | 3.54 | - | - | |
Jabil Inc | - | 3.48 | - | - |
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 Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
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 |
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