
Please try another search
Breaking News
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.73 | 0.76 | 0.03 |
Stocks | 96.31 | 96.31 | 0.00 |
Other | 2.96 | 2.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.23 | 20.56 |
Price to Book | 4.54 | 3.99 |
Price to Sales | 2.81 | 2.64 |
Price to Cash Flow | 16.07 | 14.28 |
Dividend Yield | 1.05 | 1.53 |
5 Years Earnings Growth | 10.98 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.21 | 28.34 |
Consumer Cyclical | 13.41 | 10.59 |
Financial Services | 13.21 | 14.79 |
Communication Services | 11.91 | 8.66 |
Healthcare | 9.64 | 12.28 |
Industrials | 8.42 | 9.55 |
Consumer Defensive | 3.94 | 6.09 |
Energy | 3.85 | 3.81 |
Real Estate | 3.01 | 2.27 |
Basic Materials | 2.65 | 2.35 |
Utilities | 1.75 | 2.71 |
Number of long holdings: 156
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.91 | 96.30 | -1.37% | |
Microsoft | US5949181045 | 5.55 | 354.56 | -0.92% | |
Apple | US0378331005 | 5.46 | 172.42 | -4.98% | |
Amazon.com | US0231351067 | 4.61 | 170.66 | -2.62% | |
Alphabet A | US02079K3059 | 4.46 | 144.70 | -1.40% | |
Meta Platforms | US30303M1027 | 3.11 | 510.45 | -1.12% | |
Space Exploration Tech Corp Pp | - | 2.10 | - | - | |
Visa A | US92826C8394 | 1.79 | 308.27 | -1.30% | |
UnitedHealth | US91324P1021 | 1.47 | 553.08 | +5.41% | |
Boston Scientific | US1011371077 | 1.25 | 90.64 | -0.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 133.27B | 3.52 | 17.24 | 15.17 | ||
Fidelity Total Market Index Instl b | 100.03B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 54.94B | -2.84 | 15.11 | 17.11 | ||
Fidelity Growth Company | 51.83B | -3.07 | 14.73 | 17.87 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review