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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.53 | 1.53 | 0.00 |
Shares | 98.47 | 98.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.27 | 28.07 |
Price to Book | 6.39 | 6.66 |
Price to Sales | 2.81 | 4.19 |
Price to Cash Flow | 18.03 | 18.49 |
Dividend Yield | 0.72 | 0.71 |
5 Years Earnings Growth | 12.98 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 39.06 | 38.70 |
Healthcare | 15.02 | 12.78 |
Communication Services | 10.85 | 11.15 |
Financial Services | 10.48 | 9.28 |
Industrials | 9.41 | 7.23 |
Consumer Cyclical | 9.07 | 14.13 |
Consumer Defensive | 3.66 | 3.79 |
Energy | 1.63 | 1.84 |
Basic Materials | 0.81 | 1.90 |
Number of long holdings: 94
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.49 | 430.16 | +0.74% | |
Apple | US0378331005 | 8.33 | 189.98 | +1.66% | |
Alphabet A | US02079K3059 | 7.74 | 174.99 | +0.83% | |
NVIDIA | US67066G1040 | 5.37 | 1,064.69 | +2.57% | |
Eli Lilly | US5324571083 | 2.96 | 807.43 | -0.13% | |
Amazon.com | US0231351067 | 2.85 | 180.75 | -0.17% | |
Broadcom | US11135F1012 | 2.42 | 1,407.84 | +1.04% | |
Costco | US22160K1051 | 2.38 | 809.73 | +1.68% | |
UnitedHealth | US91324P1021 | 2.23 | 508.17 | -1.68% | |
Meta Platforms | US30303M1027 | 2.14 | 478.22 | +2.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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