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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.12 | 28.07 |
Price to Book | 9.42 | 6.66 |
Price to Sales | 6.36 | 4.19 |
Price to Cash Flow | 21.09 | 18.49 |
Dividend Yield | 1.06 | 0.71 |
5 Years Earnings Growth | 13.00 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 39.91 | 38.70 |
Healthcare | 17.76 | 12.78 |
Communication Services | 11.77 | 11.15 |
Financial Services | 10.39 | 9.28 |
Industrials | 7.43 | 7.23 |
Consumer Cyclical | 5.92 | 14.13 |
Consumer Defensive | 5.60 | 3.79 |
Real Estate | 0.73 | 1.68 |
Basic Materials | 0.34 | 1.90 |
Energy | 0.15 | 1.84 |
Number of long holdings: 84
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 7.95 | - | - | |
Apple Inc | - | 7.92 | - | - | |
Alphabet Inc Class A | - | 6.90 | - | - | |
Meta Platforms Inc Class A | - | 4.83 | - | - | |
Microsoft Corp | - | 4.40 | - | - | |
Broadcom Inc | - | 4.18 | - | - | |
Mastercard Inc Class A | - | 3.81 | - | - | |
Visa Inc Class A | - | 3.81 | - | - | |
Merck & Co Inc | - | 3.75 | - | - | |
AbbVie Inc | - | 3.69 | - | - |
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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