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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.019 | 19.694 |
Price to Book | 3.982 | 3.696 |
Price to Sales | 2.590 | 2.363 |
Price to Cash Flow | 14.409 | 13.532 |
Dividend Yield | 1.504 | 1.615 |
5 Years Earnings Growth | 11.646 | 11.588 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.980 | 26.578 |
Financial Services | 12.830 | 14.235 |
Healthcare | 12.090 | 13.623 |
Consumer Cyclical | 10.130 | 10.164 |
Communication Services | 9.150 | 8.259 |
Industrials | 8.240 | 10.150 |
Consumer Defensive | 5.910 | 6.502 |
Energy | 4.060 | 4.481 |
Utilities | 2.360 | 2.518 |
Basic Materials | 2.160 | 2.721 |
Real Estate | 2.100 | 2.322 |
Number of long holdings: 513
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.69 | 446.95 | -1.30% | |
Apple | US0378331005 | 5.72 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 4.94 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 3.70 | 193.25 | -2.33% | |
Alphabet A | US02079K3059 | 2.22 | 182.15 | -1.76% | |
Meta Platforms | US30303M1027 | 2.19 | 503.89 | -3.02% | |
Alphabet C | US02079K1079 | 1.88 | 183.42 | -1.84% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 406.80 | -0.28% | |
Eli Lilly | US5324571083 | 1.44 | 905.38 | -0.40% | |
Broadcom | US11135F1012 | 1.32 | 1,605.35 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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