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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.010 | 0.200 | 0.190 |
Stocks | 99.990 | 99.990 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.257 | 19.649 |
Price to Book | 3.726 | 3.696 |
Price to Sales | 2.385 | 2.360 |
Price to Cash Flow | 14.125 | 13.569 |
Dividend Yield | 1.433 | 1.613 |
5 Years Earnings Growth | 11.938 | 11.606 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.420 | 26.477 |
Financial Services | 13.040 | 14.235 |
Healthcare | 12.250 | 13.688 |
Consumer Cyclical | 10.620 | 10.247 |
Industrials | 9.410 | 10.186 |
Communication Services | 8.320 | 8.200 |
Consumer Defensive | 5.560 | 6.528 |
Energy | 4.090 | 4.458 |
Real Estate | 2.760 | 2.353 |
Basic Materials | 2.390 | 2.750 |
Utilities | 2.140 | 2.440 |
Number of long holdings: 2,618
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.13 | - | - | |
Apple Inc | - | 4.91 | - | - | |
NVIDIA Corp | - | 4.37 | - | - | |
Amazon.com Inc | - | 3.22 | - | - | |
Meta Platforms Inc Class A | - | 2.11 | - | - | |
Alphabet Inc Class A | - | 1.75 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.50 | - | - | |
Alphabet Inc Class C | - | 1.49 | - | - | |
Eli Lilly and Co | - | 1.22 | - | - | |
Broadcom Inc | - | 1.14 | - | - |
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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