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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.180 | 13.850 | 1.670 |
Stocks | 87.590 | 87.590 | 0.000 |
Bonds | 0.050 | 0.050 | 0.000 |
Other | 0.180 | 0.190 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.200 | 15.998 |
Price to Book | 2.776 | 2.299 |
Price to Sales | 1.854 | 1.712 |
Price to Cash Flow | 11.185 | 9.904 |
Dividend Yield | 2.001 | 2.618 |
5 Years Earnings Growth | 12.495 | 10.127 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.180 | 20.214 |
Financial Services | 15.930 | 16.947 |
Healthcare | 11.880 | 12.752 |
Consumer Cyclical | 10.660 | 9.785 |
Industrials | 8.540 | 14.155 |
Communication Services | 8.100 | 6.763 |
Consumer Defensive | 6.900 | 6.197 |
Energy | 5.160 | 3.033 |
Basic Materials | 3.390 | 4.895 |
Real Estate | 2.550 | 3.668 |
Utilities | 1.710 | 1.791 |
Number of long holdings: 1,130
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.74 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.70 | 192.25 | +0.54% | |
Fidelity Sustainable Research Enhanced Japan Equit | IE00BNGFMX61 | 3.39 | 5.23 | 0.00% | |
Fidelity Sustainable Research Enhanced Pacific ex- | IE00BNGFMY78 | 2.59 | 5.13 | 0.00% | |
NVIDIA | US67066G1040 | 1.95 | 1,096.33 | -0.82% | |
United States Treasury Bills 0% | - | 1.94 | - | - | |
United States Treasury Bills 0% | - | 1.68 | - | - | |
Amazon.com | US0231351067 | 1.65 | 176.44 | -1.60% | |
Fidelity US Quality Income Acc | IE00BYXVGY31 | 1.45 | 11.66 | -0.32% | |
E-mini S&P 500 Future Mar 24 | - | 1.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Funds Target 2030 Euro Fun | 214.46M | 4.00 | 1.36 | 6.64 | ||
Fidelity Funds Target 2040 Euro Fun | 198.06M | 8.49 | 5.11 | 8.56 | ||
Fidelity Funds Target 2025 Euro Fun | 96M | -1.73 | -2.44 | 4.57 | ||
Fidelity Funds Target 2020 Euro Fun | 20.68M | 1.32 | -0.44 | 2.76 |
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