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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.56 | 1.58 | 0.02 |
Stocks | 96.27 | 96.27 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.16 | 2.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.78 | 27.95 |
Price to Book | 4.35 | 6.66 |
Price to Sales | 3.27 | 4.16 |
Price to Cash Flow | 16.20 | 18.49 |
Dividend Yield | 0.59 | 0.71 |
5 Years Earnings Growth | 16.69 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.55 | 38.71 |
Communication Services | 22.59 | 11.04 |
Financial Services | 16.22 | 9.29 |
Healthcare | 11.64 | 12.87 |
Consumer Cyclical | 11.47 | 14.19 |
Industrials | 5.02 | 7.18 |
Energy | 2.27 | 1.87 |
Consumer Defensive | 1.92 | 3.85 |
Basic Materials | 1.90 | 1.90 |
Utilities | 0.42 | 1.04 |
Real Estate | 0.01 | 1.69 |
Number of long holdings: 361
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 15.32 | 452.05 | +2.35% | |
Berkshire Hathaway A | US0846701086 | 8.74 | 602,911 | -0.58% | |
Microsoft | US5949181045 | 6.73 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 6.43 | 186.24 | +0.82% | |
NVIDIA | US67066G1040 | 6.02 | 887.83 | +3.46% | |
Apple | US0378331005 | 3.36 | 183.36 | +5.97% | |
Eli Lilly | US5324571083 | 3.05 | 735.54 | -2.69% | |
UnitedHealth | US91324P1021 | 2.65 | 492.66 | -0.06% | |
Alphabet A | US02079K3059 | 2.23 | 167.21 | +0.35% | |
Regeneron Pharma | US75886F1075 | 1.94 | 957.00 | +2.07% |
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 Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 | ||
Fidelity Blue Chip Growth | 55.46B | 16.22 | 9.82 | 17.32 |
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