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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.92 | 1.23 | 0.31 |
Stocks | 98.90 | 98.90 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Other | 0.14 | 0.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.04 | 28.46 |
Price to Book | 6.60 | 6.82 |
Price to Sales | 4.38 | 4.35 |
Price to Cash Flow | 17.21 | 18.57 |
Dividend Yield | 0.57 | 0.72 |
5 Years Earnings Growth | 18.05 | 15.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.64 | 39.79 |
Healthcare | 16.02 | 12.47 |
Communication Services | 9.44 | 11.43 |
Industrials | 9.32 | 7.05 |
Consumer Cyclical | 9.09 | 13.67 |
Financial Services | 6.45 | 9.16 |
Energy | 2.50 | 1.75 |
Utilities | 0.70 | 1.04 |
Consumer Defensive | 0.68 | 3.61 |
Basic Materials | 0.15 | 1.80 |
Number of long holdings: 151
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 13.20 | 227.79 | +0.12% | |
Microsoft | US5949181045 | 11.24 | 428.02 | -0.76% | |
Amazon.com | US0231351067 | 4.91 | 187.97 | -1.67% | |
Alphabet A | US02079K3059 | 4.83 | 163.95 | +0.75% | |
NVIDIA | US67066G1040 | 3.89 | 121.40 | -2.13% | |
Uber Tech | US90353T1007 | 3.67 | 75.75 | -1.23% | |
Eli Lilly | US5324571083 | 2.58 | 877.79 | -3.47% | |
Boston Scientific | US1011371077 | 2.45 | 83.35 | +0.32% | |
Taiwan Semiconductor | US8740391003 | 2.13 | 177.97 | -4.74% | |
Equifax | US2944291051 | 1.71 | 290.39 | -0.08% |
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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