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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.60 | 1.66 | 0.06 |
Stocks | 98.17 | 98.17 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.20 | 0.20 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.03 | 27.95 |
Price to Book | 7.13 | 6.66 |
Price to Sales | 4.41 | 4.16 |
Price to Cash Flow | 15.24 | 18.49 |
Dividend Yield | 0.50 | 0.71 |
5 Years Earnings Growth | 18.11 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.70 | 38.71 |
Healthcare | 14.16 | 12.87 |
Industrials | 10.82 | 7.18 |
Communication Services | 10.70 | 11.04 |
Consumer Cyclical | 10.54 | 14.19 |
Financial Services | 5.51 | 9.29 |
Energy | 2.40 | 1.87 |
Consumer Defensive | 1.16 | 3.85 |
Number of long holdings: 144
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 13.80 | - | - | |
NVIDIA Corp | - | 8.69 | - | - | |
Amazon.com Inc | - | 5.20 | - | - | |
Uber Technologies Inc | - | 4.84 | - | - | |
Alphabet Inc Class A | - | 4.46 | - | - | |
Apple Inc | - | 3.43 | - | - | |
Eli Lilly and Co | - | 2.61 | - | - | |
Boston Scientific Corp | - | 2.39 | - | - | |
Netflix Inc | - | 2.01 | - | - | |
GE Aerospace | - | 1.83 | - | - |
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 Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
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 |
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