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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.14 | 0.00 |
Shares | 96.94 | 96.94 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.86 | 2.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.24 | 27.93 |
Price to Book | 7.71 | 6.65 |
Price to Sales | 4.07 | 4.15 |
Price to Cash Flow | 16.50 | 18.47 |
Dividend Yield | 0.40 | 0.72 |
5 Years Earnings Growth | 17.71 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.10 | 38.72 |
Consumer Cyclical | 18.03 | 14.20 |
Healthcare | 12.20 | 12.87 |
Communication Services | 9.97 | 11.02 |
Consumer Defensive | 3.03 | 3.84 |
Financial Services | 2.80 | 9.29 |
Industrials | 2.68 | 7.18 |
Energy | 0.66 | 1.87 |
Basic Materials | 0.42 | 1.90 |
Real Estate | 0.10 | 1.69 |
Number of long holdings: 570
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.97 | 858.11 | +3.34% | |
Apple | US0378331005 | 9.15 | 173.18 | +2.29% | |
Microsoft | US5949181045 | 7.45 | 397.84 | +0.73% | |
Amazon.com | US0231351067 | 6.49 | 184.72 | +3.20% | |
Alphabet A | US02079K3059 | 3.79 | 166.62 | +1.68% | |
Lululemon Athletica | US5500211090 | 3.59 | 350.80 | -1.02% | |
Alphabet C | US02079K1079 | 2.27 | 168.46 | +1.75% | |
Meta Platforms | US30303M1027 | 2.06 | 441.84 | +0.60% | |
Eli Lilly | US5324571083 | 2.01 | 755.91 | -2.68% | |
Salesforce Inc | US79466L3024 | 1.96 | 272.13 | +1.28% |
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 Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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 |
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