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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.56 | 1.58 | 0.02 |
Shares | 96.27 | 96.27 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.16 | 2.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.78 | 27.93 |
Price to Book | 4.35 | 6.65 |
Price to Sales | 3.27 | 4.15 |
Price to Cash Flow | 16.20 | 18.47 |
Dividend Yield | 0.59 | 0.72 |
5 Years Earnings Growth | 16.69 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.55 | 38.72 |
Communication Services | 22.59 | 11.02 |
Financial Services | 16.22 | 9.29 |
Healthcare | 11.64 | 12.87 |
Consumer Cyclical | 11.47 | 14.20 |
Industrials | 5.02 | 7.18 |
Energy | 2.27 | 1.87 |
Consumer Defensive | 1.92 | 3.84 |
Basic Materials | 1.90 | 1.90 |
Utilities | 0.42 | 1.04 |
Real Estate | 0.01 | 1.69 |
Number of long holdings: 361
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 15.32 | 443.29 | +0.43% | |
Berkshire Hathaway A | US0846701086 | 8.74 | 607,342 | -0.69% | |
Microsoft | US5949181045 | 6.73 | 406.32 | +1.82% | |
Amazon.com | US0231351067 | 6.43 | 179.62 | +3.43% | |
NVIDIA | US67066G1040 | 6.02 | 877.35 | +6.18% | |
Apple | US0378331005 | 3.36 | 169.30 | -0.35% | |
Eli Lilly | US5324571083 | 3.05 | 732.80 | +1.09% | |
UnitedHealth | US91324P1021 | 2.65 | 495.42 | +0.32% | |
Alphabet A | US02079K3059 | 2.23 | 171.95 | +10.22% | |
Regeneron Pharma | US75886F1075 | 1.94 | 883.20 | -0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 | ||
Fidelity Blue Chip Growth | 55.46B | 16.22 | 9.82 | 17.32 |
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