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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.23 | 0.11 |
Stocks | 97.14 | 97.15 | 0.01 |
Bonds | 0.08 | 0.08 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 2.56 | 2.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.40 | 27.83 |
Price to Book | 6.94 | 6.60 |
Price to Sales | 3.97 | 4.16 |
Price to Cash Flow | 16.62 | 18.28 |
Dividend Yield | 0.51 | 0.72 |
5 Years Earnings Growth | 16.94 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.50 | 38.58 |
Consumer Cyclical | 20.50 | 14.12 |
Communication Services | 17.23 | 11.24 |
Healthcare | 8.67 | 12.78 |
Financial Services | 2.82 | 9.27 |
Consumer Defensive | 2.20 | 3.79 |
Industrials | 2.01 | 7.25 |
Energy | 1.70 | 1.88 |
Basic Materials | 0.14 | 1.90 |
Real Estate | 0.14 | 1.67 |
Utilities | 0.09 | 1.00 |
Number of long holdings: 359
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 12.65 | 120.89 | -0.09% | |
Microsoft | US5949181045 | 8.73 | 423.85 | -0.16% | |
Amazon.com | US0231351067 | 8.69 | 184.30 | -0.38% | |
Apple | US0378331005 | 7.01 | 196.89 | +1.24% | |
Alphabet A | US02079K3059 | 6.65 | 174.45 | -1.29% | |
Meta Platforms | US30303M1027 | 5.28 | 492.96 | -0.16% | |
Marvell | US5738741041 | 3.12 | 67.99 | -0.16% | |
Eli Lilly | US5324571083 | 2.74 | 849.99 | +1.52% | |
Snap | US83304A1060 | 2.09 | 15.59 | +2.57% | |
Netflix | US64110L1061 | 2.03 | 641.63 | -1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
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 |
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