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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.020 | 0.250 | 0.230 |
Stocks | 99.980 | 99.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.763 | 19.632 |
Price to Book | 3.636 | 3.699 |
Price to Sales | 2.309 | 2.357 |
Price to Cash Flow | 13.570 | 13.571 |
Dividend Yield | 1.477 | 1.610 |
5 Years Earnings Growth | 12.099 | 11.613 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.850 | 26.579 |
Financial Services | 12.840 | 14.215 |
Healthcare | 12.390 | 13.750 |
Consumer Cyclical | 10.850 | 10.285 |
Industrials | 9.240 | 10.151 |
Communication Services | 8.230 | 8.163 |
Consumer Defensive | 5.560 | 6.515 |
Energy | 3.820 | 4.379 |
Real Estate | 2.810 | 2.383 |
Basic Materials | 2.320 | 2.736 |
Utilities | 2.070 | 2.392 |
Number of long holdings: 2,628
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.20 | 406.66 | +2.22% | |
Apple | US0378331005 | 5.33 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 3.94 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 3.24 | 186.24 | +0.82% | |
Meta Platforms | US30303M1027 | 2.19 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 1.65 | 167.21 | +0.35% | |
Berkshire Hathaway B | US0846707026 | 1.50 | 400.77 | +0.04% | |
Alphabet C | US02079K1079 | 1.40 | 169.01 | +0.33% | |
Eli Lilly | US5324571083 | 1.21 | 735.54 | -2.69% | |
Broadcom | US11135F1012 | 1.15 | 1,278.11 | +3.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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