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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 63.69 | 63.69 | 0.00 |
Bonds | 36.47 | 37.17 | 0.70 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.26 | 0.41 | 0.15 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.16 | 18.61 |
Price to Book | 4.11 | 3.12 |
Price to Sales | 2.73 | 2.14 |
Price to Cash Flow | 15.34 | 12.10 |
Dividend Yield | 1.17 | 2.02 |
5 Years Earnings Growth | 12.75 | 11.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.39 | 23.57 |
Healthcare | 12.16 | 13.33 |
Financial Services | 11.66 | 14.93 |
Consumer Cyclical | 10.52 | 9.80 |
Communication Services | 9.37 | 7.29 |
Industrials | 7.71 | 10.46 |
Consumer Defensive | 5.75 | 6.25 |
Energy | 3.78 | 5.41 |
Utilities | 2.41 | 3.10 |
Real Estate | 2.14 | 4.29 |
Basic Materials | 2.10 | 3.49 |
Number of long holdings: 5,155
Number of short holdings: 21
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.76 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 4.68 | 121.40 | -2.13% | |
Apple | US0378331005 | 3.00 | 227.79 | +0.12% | |
Amazon.com | US0231351067 | 2.98 | 187.97 | -1.67% | |
Meta Platforms | US30303M1027 | 1.93 | 567.36 | -0.08% | |
Alphabet A | US02079K3059 | 1.89 | 163.95 | +0.75% | |
United States Treasury Notes 4% | - | 1.39 | - | - | |
United States Treasury Notes 4.125% | - | 1.33 | - | - | |
Eli Lilly | US5324571083 | 1.26 | 877.79 | -3.47% | |
Exxon Mobil | US30231G1022 | 1.08 | 115.82 | +2.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 98.68B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 60.6B | 24.93 | 6.91 | 17.18 |
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