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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 0.16 | 0.14 |
Stocks | 99.98 | 99.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.77 | 19.60 |
Price to Book | 3.92 | 3.69 |
Price to Sales | 2.53 | 2.35 |
Price to Cash Flow | 14.17 | 13.52 |
Dividend Yield | 1.54 | 1.62 |
5 Years Earnings Growth | 11.72 | 11.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.15 | 26.45 |
Financial Services | 12.67 | 14.22 |
Healthcare | 12.32 | 13.69 |
Consumer Cyclical | 10.48 | 10.24 |
Communication Services | 9.14 | 8.20 |
Industrials | 8.28 | 10.17 |
Consumer Defensive | 6.13 | 6.54 |
Energy | 4.09 | 4.48 |
Utilities | 2.43 | 2.49 |
Real Estate | 2.17 | 2.34 |
Basic Materials | 2.14 | 2.75 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.84 | 427.87 | +0.95% | |
Apple | US0378331005 | 5.84 | 193.12 | -1.91% | |
NVIDIA | US67066G1040 | 5.04 | 121.79 | +0.74% | |
Amazon.com | US0231351067 | 3.78 | 187.06 | +1.50% | |
Alphabet A | US02079K3059 | 2.27 | 175.01 | +0.43% | |
Meta Platforms | US30303M1027 | 2.24 | 502.60 | +1.96% | |
Alphabet C | US02079K1079 | 1.92 | 176.63 | +0.50% | |
Berkshire Hathaway B | US0846707026 | 1.71 | 410.81 | -0.70% | |
Eli Lilly | US5324571083 | 1.47 | 865.00 | +1.77% | |
Broadcom | US11135F1012 | 1.35 | 1,441.38 | +2.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 | ||
Fidelity Blue Chip Growth | 53.49B | 20.08 | 9.54 | 17.49 |
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