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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 87.33 | 87.33 | 0.00 |
Bonds | 11.98 | 12.17 | 0.19 |
Other | 0.93 | 0.97 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.21 | 17.89 |
Price to Book | 2.92 | 2.76 |
Price to Sales | 2.21 | 1.90 |
Price to Cash Flow | 13.08 | 11.38 |
Dividend Yield | 1.80 | 2.02 |
5 Years Earnings Growth | 11.82 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.11 | 21.01 |
Financial Services | 15.36 | 15.08 |
Industrials | 11.48 | 12.49 |
Healthcare | 11.45 | 12.64 |
Consumer Cyclical | 11.14 | 11.85 |
Communication Services | 7.04 | 6.68 |
Consumer Defensive | 5.24 | 6.19 |
Basic Materials | 4.30 | 3.78 |
Energy | 4.15 | 4.54 |
Real Estate | 2.57 | 4.05 |
Utilities | 2.16 | 2.62 |
Number of long holdings: 6,396
Number of short holdings: 41
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.78 | 428.02 | -0.76% | |
Apple | US0378331005 | 2.47 | 227.79 | +0.12% | |
E-mini S&P 500 Future Sept 24 | - | 2.13 | - | - | |
Alphabet A | US02079K3059 | 2.09 | 163.95 | +0.75% | |
Amazon.com | US0231351067 | 2.07 | 187.97 | -1.67% | |
NVIDIA | US67066G1040 | 2.04 | 121.40 | -2.13% | |
Meta Platforms | US30303M1027 | 1.37 | 567.36 | -0.08% | |
MSCI EAFE Index Future Sept 24 | - | 1.35 | - | - | |
Taiwan Semicon | TW0002330008 | 1.29 | 1,000.00 | -1.48% | |
Fidelity Hedged Equity ETF | - | 1.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 98.68B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 60.6B | 24.93 | 6.91 | 17.18 |
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