
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.97 | 2.00 | 0.03 |
Stocks | 95.31 | 95.31 | 0.00 |
Other | 2.71 | 2.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.54 | 28.44 |
Price to Book | 4.50 | 7.41 |
Price to Sales | 3.88 | 4.85 |
Price to Cash Flow | 17.47 | 19.39 |
Dividend Yield | 0.64 | 0.68 |
5 Years Earnings Growth | 12.04 | 14.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.76 | 40.46 |
Communication Services | 24.57 | 12.53 |
Financial Services | 18.57 | 9.43 |
Consumer Cyclical | 11.14 | 14.53 |
Healthcare | 9.16 | 10.61 |
Industrials | 5.38 | 6.91 |
Consumer Defensive | 1.74 | 3.35 |
Utilities | 1.51 | 1.17 |
Energy | 1.15 | 1.35 |
Basic Materials | 0.93 | 1.62 |
Real Estate | 0.09 | 1.39 |
Number of long holdings: 385
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 15.74 | 597.99 | -4.42% | |
NVIDIA | US67066G1040 | 8.47 | 106.98 | -5.07% | |
Berkshire Hathaway A | US0846701086 | 8.35 | 744,944 | +0.28% | |
Amazon.com | US0231351067 | 6.76 | 194.54 | -2.36% | |
Microsoft | US5949181045 | 5.31 | 380.16 | -3.34% | |
Apple | US0378331005 | 3.37 | 227.48 | -4.85% | |
Alphabet A | US02079K3059 | 2.46 | 165.87 | -4.60% | |
Eli Lilly | US5324571083 | 2.46 | 829.76 | -4.58% | |
Netflix | US64110L1061 | 2.26 | 866.68 | -2.74% | |
Alphabet C | US02079K1079 | 2.00 | 167.81 | -4.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 | ||
Fidelity Growth Company | 57.87B | -3.07 | 14.73 | 17.87 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review