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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.64 | 4.64 | 0.00 |
Stocks | 95.23 | 97.61 | 2.38 |
Bonds | 0.08 | 0.08 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.65 | 17.92 |
Price to Book | 3.05 | 3.01 |
Price to Sales | 2.23 | 2.20 |
Price to Cash Flow | 13.04 | 12.28 |
Dividend Yield | 1.99 | 2.05 |
5 Years Earnings Growth | 11.17 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.79 | 23.50 |
Financial Services | 15.25 | 16.13 |
Healthcare | 11.35 | 13.55 |
Industrials | 10.15 | 11.59 |
Consumer Cyclical | 10.01 | 10.46 |
Communication Services | 7.95 | 7.64 |
Consumer Defensive | 6.16 | 7.80 |
Energy | 3.96 | 3.65 |
Basic Materials | 3.42 | 4.14 |
Utilities | 2.68 | 2.73 |
Real Estate | 2.29 | 2.81 |
Number of long holdings: 1,578
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.80 | 134.70 | +3.08% | |
Apple | US0378331005 | 4.70 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 4.29 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 2.53 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 1.82 | 585.25 | -1.73% | |
Alphabet A | US02079K3059 | 1.44 | 191.41 | +1.54% | |
Alphabet C | US02079K1079 | 1.25 | 192.96 | +1.72% | |
Broadcom | US11135F1012 | 1.09 | 220.79 | +1.13% | |
Tesla | US88160R1014 | 1.04 | 421.06 | -3.46% | |
Eli Lilly | US5324571083 | 0.96 | 767.76 | +1.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund P Accumul | 7.54B | 21.45 | 10.21 | 12.50 | ||
Fidelity Index US Fund P Accumulati | 4.41B | 27.11 | 12.42 | 15.30 | ||
Fidelity Index US Fund Class A Acc | 3.88M | 26.83 | 12.16 | 15.03 | ||
Fidelity European Acc | 506.92M | -0.30 | 4.47 | 8.78 | ||
Fidelity European Fund W Acc | 2.65B | 6.52 | 8.19 | 10.75 |
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