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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 64.26 | 64.26 | 0.00 |
Bonds | 35.74 | 36.52 | 0.78 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.26 | 0.42 | 0.16 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.64 | 18.46 |
Price to Book | 4.08 | 3.16 |
Price to Sales | 2.83 | 2.19 |
Price to Cash Flow | 15.15 | 12.26 |
Dividend Yield | 1.23 | 1.99 |
5 Years Earnings Growth | 12.83 | 11.57 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.43 | 23.56 |
Healthcare | 12.66 | 13.32 |
Financial Services | 12.34 | 15.03 |
Consumer Cyclical | 10.11 | 9.82 |
Communication Services | 8.89 | 7.28 |
Industrials | 8.01 | 10.41 |
Consumer Defensive | 5.91 | 6.29 |
Energy | 3.61 | 5.20 |
Utilities | 2.60 | 3.21 |
Real Estate | 2.34 | 4.42 |
Basic Materials | 2.10 | 3.44 |
Number of long holdings: 5,186
Number of short holdings: 16
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.30 | 414.06 | -0.14% | |
NVIDIA | US67066G1040 | 4.64 | 145.26 | -0.43% | |
Apple | US0378331005 | 3.35 | 226.96 | -0.89% | |
Amazon.com | US0231351067 | 2.69 | 201.18 | -0.84% | |
Meta Platforms | US30303M1027 | 1.94 | 558.99 | -1.16% | |
Alphabet A | US02079K3059 | 1.73 | 166.98 | -5.12% | |
United States Treasury Notes 4% | - | 1.39 | - | - | |
United States Treasury Notes 4.125% | - | 1.32 | - | - | |
Eli Lilly | US5324571083 | 1.27 | 745.07 | -1.11% | |
Exxon Mobil | US30231G1022 | 1.10 | 121.35 | +0.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
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