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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.35 | 2.35 | 0.00 |
Stocks | 97.65 | 97.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.47 | 20.14 |
Price to Book | 4.57 | 3.77 |
Price to Sales | 2.44 | 2.43 |
Price to Cash Flow | 11.05 | 13.76 |
Dividend Yield | 1.07 | 1.60 |
5 Years Earnings Growth | 13.13 | 11.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.15 | 27.54 |
Industrials | 16.78 | 9.87 |
Consumer Cyclical | 15.03 | 10.04 |
Financial Services | 12.99 | 14.04 |
Utilities | 7.25 | 2.57 |
Communication Services | 7.08 | 8.27 |
Energy | 4.12 | 4.32 |
Basic Materials | 3.29 | 2.65 |
Consumer Defensive | 2.63 | 6.34 |
Healthcare | 1.69 | 13.50 |
Number of long holdings: 103
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.01 | 119.10 | -0.03% | |
Meta Platforms | US30303M1027 | 3.97 | 524.62 | -0.19% | |
Arthur J Gallagher | US3635761097 | 3.71 | 297.39 | +0.27% | |
Microsoft | US5949181045 | 3.23 | 430.59 | +0.84% | |
Vistra Energy | US92840M1027 | 3.08 | 85.55 | +6.31% | |
Apollo Global Management A | US03769M1062 | 2.75 | 114.39 | +1.80% | |
Constellation Energy Corp | - | 2.47 | - | - | |
Cheniere Energy | US16411R2085 | 1.95 | 179.05 | +1.04% | |
Amazon.com | US0231351067 | 1.94 | 186.49 | -0.27% | |
Parker-Hannifin | US7010941042 | 1.94 | 591.33 | +0.64% |
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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