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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.030 | 100.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.470 | 28.081 |
Price to Book | 9.541 | 6.671 |
Price to Sales | 4.212 | 4.186 |
Price to Cash Flow | 19.735 | 18.584 |
Dividend Yield | 0.712 | 0.709 |
5 Years Earnings Growth | 15.226 | 14.898 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.200 | 38.730 |
Consumer Cyclical | 14.840 | 14.154 |
Communication Services | 12.040 | 11.084 |
Healthcare | 10.630 | 12.819 |
Financial Services | 6.070 | 9.280 |
Industrials | 5.100 | 7.227 |
Consumer Defensive | 4.070 | 3.799 |
Real Estate | 0.830 | 1.681 |
Basic Materials | 0.670 | 1.898 |
Energy | 0.480 | 1.831 |
Utilities | 0.070 | 1.033 |
Number of long holdings: 445
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 11.87 | - | - | |
Apple Inc | - | 9.48 | - | - | |
NVIDIA Corp | - | 8.14 | - | - | |
Amazon.com Inc | - | 6.16 | - | - | |
Meta Platforms Inc Class A | - | 4.07 | - | - | |
Alphabet Inc Class A | - | 3.40 | - | - | |
Alphabet Inc Class C | - | 2.90 | - | - | |
Eli Lilly and Co | - | 2.50 | - | - | |
Broadcom Inc | - | 2.17 | - | - | |
Tesla | US88160R1014 | 1.84 | 168.47 | -2.04% |
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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