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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.50 | 1.49 | 0.99 |
Shares | 98.96 | 98.97 | 0.01 |
Bonds | 0.36 | 0.67 | 0.31 |
Other | 0.18 | 0.18 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.32 | 19.60 |
Price to Book | 3.83 | 3.69 |
Price to Sales | 2.36 | 2.35 |
Price to Cash Flow | 13.73 | 13.54 |
Dividend Yield | 1.40 | 1.61 |
5 Years Earnings Growth | 12.57 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.83 | 26.59 |
Financial Services | 13.43 | 14.21 |
Healthcare | 13.25 | 13.75 |
Consumer Cyclical | 11.20 | 10.30 |
Communication Services | 9.23 | 8.16 |
Industrials | 8.14 | 10.15 |
Consumer Defensive | 4.98 | 6.51 |
Energy | 4.27 | 4.38 |
Utilities | 1.99 | 2.39 |
Real Estate | 1.88 | 2.38 |
Basic Materials | 1.80 | 2.74 |
Number of long holdings: 1,388
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.86 | 397.84 | +0.73% | |
Fidelity Growth Company Fund | - | 5.49 | - | - | |
Apple | US0378331005 | 3.89 | 173.18 | +2.29% | |
NVIDIA | US67066G1040 | 3.61 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 3.30 | 184.72 | +3.20% | |
ishares S&P 500 | US4642872000 | 2.79 | 507.46 | +0.91% | |
Fidelity SAI US LowVolatility Idx | - | 2.55 | - | - | |
Meta Platforms | US30303M1027 | 2.32 | 441.84 | +0.60% | |
Fidelity SAI US Large Cap Index | - | 1.90 | - | - | |
Alphabet C | US02079K1079 | 1.42 | 168.46 | +1.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 118.35B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 10.73B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.05 | 9.66 | 12.27 | ||
Fidelity Blue Chip Growth | 53.49B | 16.22 | 9.82 | 17.32 |
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