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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.80 | 0.03 |
Shares | 95.44 | 95.44 | 0.00 |
Other | 3.79 | 3.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.33 | 28.39 |
Price to Book | 4.64 | 6.81 |
Price to Sales | 3.70 | 4.34 |
Price to Cash Flow | 16.13 | 18.54 |
Dividend Yield | 0.74 | 0.72 |
5 Years Earnings Growth | 16.53 | 15.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.81 | 39.78 |
Communication Services | 19.81 | 11.43 |
Financial Services | 14.21 | 9.15 |
Healthcare | 11.44 | 12.44 |
Consumer Cyclical | 11.33 | 13.70 |
Industrials | 6.51 | 7.06 |
Energy | 2.65 | 1.75 |
Basic Materials | 2.45 | 1.79 |
Utilities | 1.43 | 1.04 |
Consumer Defensive | 1.35 | 3.63 |
Real Estate | 0.01 | 1.61 |
Number of long holdings: 435
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 10.23 | 567.84 | -0.08% | |
NVIDIA | US67066G1040 | 8.57 | 124.04 | +0.43% | |
Microsoft | US5949181045 | 7.25 | 431.31 | -0.19% | |
Alphabet A | US02079K3059 | 6.01 | 162.73 | +0.77% | |
Amazon.com | US0231351067 | 5.32 | 191.16 | -0.71% | |
Berkshire Hathaway A | US0846701086 | 5.03 | 683,340 | +0.51% | |
Eli Lilly | US5324571083 | 2.84 | 909.32 | -1.65% | |
Apple | US0378331005 | 2.79 | 227.52 | +0.51% | |
Regeneron Pharma | US75886F1075 | 1.93 | 1,039.96 | +0.85% | |
Netflix | US64110L1061 | 1.89 | 711.43 | -1.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 98.68B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 60.6B | 24.93 | 6.91 | 17.18 |
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