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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.67 | 15.65 | 3.98 |
Stocks | 29.69 | 29.85 | 0.16 |
Bonds | 58.02 | 59.08 | 1.06 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.62 | 0.87 | 0.25 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.89 | 18.76 |
Price to Book | 2.98 | 2.88 |
Price to Sales | 2.22 | 2.13 |
Price to Cash Flow | 12.72 | 11.80 |
Dividend Yield | 1.76 | 2.15 |
5 Years Earnings Growth | 12.12 | 10.92 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.59 | 21.68 |
Financial Services | 15.38 | 14.34 |
Healthcare | 11.83 | 12.36 |
Industrials | 11.30 | 10.92 |
Consumer Cyclical | 10.93 | 9.69 |
Communication Services | 6.68 | 7.34 |
Consumer Defensive | 5.24 | 7.31 |
Basic Materials | 4.07 | 3.50 |
Real Estate | 3.93 | 6.34 |
Energy | 3.82 | 5.49 |
Utilities | 2.22 | 3.26 |
Number of long holdings: 7,016
Number of short holdings: 41
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Low Duration Bond ETF | - | 5.01 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 1.94 | - | - | |
United States Treasury Notes 4% | - | 1.85 | - | - | |
United States Treasury Notes 4.125% | - | 1.76 | - | - | |
United States Treasury Bonds 4.25% | - | 1.40 | - | - | |
Fidelity Hedged Equity ETF | - | 1.27 | - | - | |
Microsoft | US5949181045 | 1.20 | 417.00 | +1.00% | |
United States Treasury Notes 4% | - | 1.17 | - | - | |
United States Treasury Notes 2.75% | - | 0.96 | - | - | |
Apple | US0378331005 | 0.89 | 229.87 | +0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
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