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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.19 | 0.65 | 0.46 |
Stocks | 99.81 | 99.81 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.44 | 27.83 |
Price to Book | 7.30 | 6.60 |
Price to Sales | 4.56 | 4.16 |
Price to Cash Flow | 16.95 | 18.28 |
Dividend Yield | 0.38 | 0.72 |
5 Years Earnings Growth | 19.02 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 47.43 | 38.58 |
Industrials | 19.59 | 7.25 |
Consumer Cyclical | 14.54 | 14.12 |
Communication Services | 10.07 | 11.24 |
Healthcare | 4.65 | 12.78 |
Financial Services | 1.70 | 9.27 |
Real Estate | 1.53 | 1.67 |
Basic Materials | 0.50 | 1.90 |
Number of long holdings: 85
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.45 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 10.58 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 8.62 | 184.30 | -0.38% | |
Meta Platforms | US30303M1027 | 4.73 | 492.96 | -0.16% | |
Alphabet A | US02079K3059 | 4.12 | 174.45 | -1.29% | |
Apple | US0378331005 | 3.12 | 196.89 | +1.24% | |
Eli Lilly | US5324571083 | 2.59 | 849.99 | +1.52% | |
Fair Isaac | US3032501047 | 2.27 | 1,310.32 | -1.47% | |
Vertiv Holdings Co | US92537N1081 | 2.19 | 87.68 | -0.36% | |
Transdigm | US8936411003 | 2.10 | 1,310.00 | -1.85% |
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 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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