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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 65.32 | 65.32 | 0.00 |
Bonds | 33.90 | 34.63 | 0.73 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.82 | 0.90 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.46 | 18.15 |
Price to Book | 4.82 | 3.08 |
Price to Sales | 2.95 | 2.06 |
Price to Cash Flow | 17.86 | 11.93 |
Dividend Yield | 0.88 | 2.01 |
5 Years Earnings Growth | 14.12 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.33 | 22.92 |
Financial Services | 16.15 | 14.97 |
Industrials | 13.04 | 10.85 |
Healthcare | 12.03 | 13.37 |
Consumer Cyclical | 10.90 | 10.09 |
Communication Services | 9.33 | 7.19 |
Basic Materials | 3.25 | 3.52 |
Energy | 2.03 | 5.45 |
Consumer Defensive | 1.35 | 6.31 |
Real Estate | 0.35 | 3.56 |
Utilities | 0.26 | 3.04 |
Number of long holdings: 5,523
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.14 | 412.32 | +0.43% | |
NVIDIA | US67066G1040 | 3.80 | 887.47 | -1.84% | |
Amazon.com | US0231351067 | 3.36 | 189.50 | +0.80% | |
Meta Platforms | US30303M1027 | 2.41 | 475.42 | +0.60% | |
Alphabet C | US02079K1079 | 2.38 | 171.58 | +0.25% | |
Eaton | IE00B8KQN827 | 1.88 | 333.40 | +0.91% | |
Eli Lilly | US5324571083 | 1.65 | 772.02 | -0.38% | |
Mastercard | US57636Q1040 | 1.59 | 455.53 | +0.17% | |
Boston Scientific | US1011371077 | 1.43 | 74.11 | +1.91% | |
Marvell | US5738741041 | 1.40 | 67.68 | -0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
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 |
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