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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.28 | 1.33 | 0.05 |
Stocks | 95.23 | 95.23 | 0.00 |
Other | 3.48 | 3.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.40 | 27.93 |
Price to Book | 4.44 | 6.65 |
Price to Sales | 3.29 | 4.15 |
Price to Cash Flow | 15.86 | 18.47 |
Dividend Yield | 0.66 | 0.72 |
5 Years Earnings Growth | 16.42 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.34 | 38.72 |
Communication Services | 20.39 | 11.02 |
Financial Services | 13.24 | 9.29 |
Healthcare | 12.00 | 12.87 |
Consumer Cyclical | 11.61 | 14.20 |
Industrials | 6.36 | 7.18 |
Energy | 2.74 | 1.87 |
Basic Materials | 2.68 | 1.90 |
Consumer Defensive | 1.73 | 3.84 |
Utilities | 0.88 | 1.04 |
Real Estate | 0.01 | 1.69 |
Number of long holdings: 430
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 11.46 | 441.27 | +0.47% | |
Microsoft | US5949181045 | 7.55 | 397.68 | +0.69% | |
NVIDIA | US67066G1040 | 6.33 | 858.38 | +3.37% | |
Amazon.com | US0231351067 | 5.21 | 184.19 | +2.90% | |
Alphabet A | US02079K3059 | 5.20 | 166.13 | +1.39% | |
Berkshire Hathaway A | US0846701086 | 4.88 | 605,068 | +0.49% | |
Eli Lilly | US5324571083 | 3.00 | 755.40 | -2.75% | |
Apple | US0378331005 | 2.71 | 172.95 | +2.16% | |
Netflix | US64110L1061 | 1.99 | 563.92 | +2.21% | |
Regeneron Pharma | US75886F1075 | 1.77 | 938.27 | +3.85% |
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 | ||
Strategic Advisers Core | 59.85B | 11.57 | 11.66 | 12.74 |
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