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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.27 | 0.05 |
Shares | 97.13 | 97.13 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 2.53 | 2.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.99 | 27.81 |
Price to Book | 5.67 | 6.60 |
Price to Sales | 3.16 | 4.16 |
Price to Cash Flow | 14.47 | 18.17 |
Dividend Yield | 0.38 | 0.72 |
5 Years Earnings Growth | 17.48 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.92 | 38.68 |
Communication Services | 19.32 | 11.37 |
Consumer Cyclical | 13.13 | 14.02 |
Healthcare | 10.75 | 12.73 |
Financial Services | 3.17 | 9.23 |
Industrials | 2.77 | 7.31 |
Utilities | 0.42 | 1.02 |
Consumer Defensive | 0.41 | 3.75 |
Energy | 0.11 | 1.86 |
Number of long holdings: 200
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.26 | 123.50 | -0.40% | |
Microsoft | US5949181045 | 9.55 | 446.95 | -1.30% | |
Meta Platforms | US30303M1027 | 5.68 | 503.89 | -3.02% | |
Amazon.com | US0231351067 | 5.25 | 193.25 | -2.33% | |
Alphabet C | US02079K1079 | 4.74 | 183.42 | -1.84% | |
Uber Tech | US90353T1007 | 2.83 | 72.64 | +3.27% | |
Sea | US81141R1005 | 2.79 | 71.42 | -4.15% | |
Roku | US77543R1023 | 2.52 | 59.93 | +1.32% | |
Eli Lilly | US5324571083 | 2.09 | 905.38 | -0.40% | |
Apple | US0378331005 | 1.98 | 210.61 | -1.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 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 | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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