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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.97 | 0.98 | 0.01 |
Stocks | 95.35 | 95.35 | 0.00 |
Other | 3.67 | 3.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.34 | 28.14 |
Price to Book | 4.75 | 7.34 |
Price to Sales | 3.95 | 4.79 |
Price to Cash Flow | 17.07 | 19.31 |
Dividend Yield | 0.68 | 0.68 |
5 Years Earnings Growth | 12.96 | 15.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.52 | 40.62 |
Communication Services | 20.91 | 11.94 |
Financial Services | 15.68 | 9.38 |
Consumer Cyclical | 11.65 | 13.98 |
Healthcare | 9.67 | 11.12 |
Industrials | 7.57 | 7.14 |
Basic Materials | 2.00 | 1.70 |
Utilities | 2.00 | 1.16 |
Energy | 1.76 | 1.40 |
Consumer Defensive | 1.16 | 3.46 |
Real Estate | 0.07 | 1.45 |
Number of long holdings: 439
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.28 | 612.77 | +0.24% | |
NVIDIA | US67066G1040 | 8.83 | 137.71 | +3.10% | |
Microsoft | US5949181045 | 6.33 | 429.03 | +1.05% | |
Alphabet A | US02079K3059 | 5.33 | 196.00 | +1.60% | |
Amazon.com | US0231351067 | 5.28 | 225.94 | +2.39% | |
Berkshire Hathaway A | US0846701086 | 5.15 | 702,760 | +1.42% | |
Apple | US0378331005 | 2.53 | 229.98 | +0.75% | |
Netflix | US64110L1061 | 2.42 | 858.10 | +1.87% | |
Eli Lilly | US5324571083 | 2.30 | 725.72 | -4.21% | |
Space Exploration Tech Corp Pp | - | 1.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
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