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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.32 | 0.16 |
Shares | 96.80 | 96.80 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.12 | 0.12 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.88 | 2.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.15 | 27.74 |
Price to Book | 7.05 | 6.59 |
Price to Sales | 3.94 | 4.15 |
Price to Cash Flow | 16.71 | 18.19 |
Dividend Yield | 0.43 | 0.72 |
5 Years Earnings Growth | 17.48 | 14.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 48.14 | 38.55 |
Consumer Cyclical | 17.44 | 14.11 |
Healthcare | 12.74 | 12.77 |
Communication Services | 11.39 | 11.29 |
Consumer Defensive | 3.18 | 3.78 |
Financial Services | 3.01 | 9.26 |
Industrials | 2.91 | 7.29 |
Basic Materials | 0.55 | 1.90 |
Energy | 0.47 | 1.88 |
Utilities | 0.09 | 1.01 |
Real Estate | 0.07 | 1.65 |
Number of long holdings: 579
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 15.22 | 131.88 | +1.75% | |
Apple | US0378331005 | 8.13 | 212.49 | -0.82% | |
Microsoft | US5949181045 | 7.48 | 442.57 | +0.22% | |
Amazon.com | US0231351067 | 6.63 | 183.66 | -0.09% | |
Alphabet A | US02079K3059 | 4.37 | 176.79 | +0.93% | |
Lululemon Athletica | US5500211090 | 2.90 | 306.01 | -0.48% | |
Alphabet C | US02079K1079 | 2.57 | 178.37 | +0.92% | |
Meta Platforms | US30303M1027 | 2.45 | 504.16 | +0.11% | |
Eli Lilly | US5324571083 | 2.43 | 878.45 | -0.55% | |
Salesforce Inc | US79466L3024 | 1.59 | 231.94 | +1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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