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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.11 | 1.14 | 0.03 |
Stocks | 98.36 | 98.36 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Other | 0.49 | 0.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.04 | 23.63 |
Price to Book | 3.33 | 4.82 |
Price to Sales | 2.31 | 3.61 |
Price to Cash Flow | 13.45 | 16.58 |
Dividend Yield | 1.22 | 1.23 |
5 Years Earnings Growth | 9.50 | 12.36 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.62 | 28.98 |
Healthcare | 24.13 | 14.54 |
Industrials | 17.74 | 11.90 |
Financial Services | 7.79 | 14.13 |
Utilities | 6.21 | 2.30 |
Consumer Cyclical | 5.60 | 12.64 |
Communication Services | 3.47 | 9.09 |
Basic Materials | 1.45 | 3.64 |
Number of long holdings: 544
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.59 | 413.17 | -0.71% | |
Taiwan Semicon | TW0002330008 | 4.23 | 1,080.00 | -0.92% | |
Boston Scientific | US1011371077 | 4.07 | 105.40 | +0.04% | |
Marvell | US5738741041 | 3.60 | 107.51 | -1.10% | |
Alphabet A | US02079K3059 | 3.34 | 182.56 | -1.08% | |
Salesforce Inc | US79466L3024 | 3.13 | 313.92 | -1.42% | |
NextEra Energy | US65339F1012 | 3.00 | 70.16 | +0.03% | |
SSE | GB0007908733 | 2.97 | 1,491.00 | +1.05% | |
Smurfit Westrock | IE00028FXN24 | 2.86 | 4,197.0 | -0.36% | |
UnitedHealth | US91324P1021 | 2.76 | 457.01 | -9.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.82M | 4.84 | 13.24 | 12.69 | ||
Fidelity Index World Fund P Accumul | 8.31B | 4.86 | 13.44 | 12.88 | ||
Fidelity Index US Fund P Accumulati | 4.59B | 4.11 | 15.58 | 15.65 | ||
Fidelity Index US Fund Class A Acc | 4.12M | 4.09 | 15.43 | 15.38 | ||
Fidelity European Acc | 555.57M | 7.83 | 8.21 | 9.35 |
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