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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.54 | 0.58 | 0.04 |
Stocks | 99.13 | 99.13 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.29 | 0.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.83 | 28.10 |
Price to Book | 5.77 | 6.67 |
Price to Sales | 3.75 | 4.19 |
Price to Cash Flow | 14.74 | 18.62 |
Dividend Yield | 0.74 | 0.71 |
5 Years Earnings Growth | 15.48 | 14.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.50 | 38.72 |
Healthcare | 14.84 | 12.82 |
Industrials | 13.63 | 7.23 |
Consumer Cyclical | 10.53 | 14.13 |
Financial Services | 9.69 | 9.28 |
Communication Services | 8.83 | 11.12 |
Energy | 3.45 | 1.83 |
Consumer Defensive | 2.29 | 3.79 |
Basic Materials | 1.23 | 1.90 |
Number of long holdings: 154
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.95 | - | - | |
NVIDIA Corp | - | 6.11 | - | - | |
Amazon.com Inc | - | 3.69 | - | - | |
Uber Technologies Inc | - | 3.41 | - | - | |
Boston Scientific Corp | - | 2.69 | - | - | |
Mastercard Inc Class A | - | 2.53 | - | - | |
Ingersoll Rand Inc | - | 2.04 | - | - | |
Netflix Inc | - | 1.84 | - | - | |
GE Aerospace | - | 1.76 | - | - | |
Alphabet Inc Class A | - | 1.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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