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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 0.32 | 0.02 |
Stocks | 96.73 | 96.73 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Convertible | 0.12 | 0.12 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 2.81 | 2.81 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.96 | 28.08 |
Price to Book | 7.73 | 6.67 |
Price to Sales | 4.17 | 4.19 |
Price to Cash Flow | 17.81 | 18.58 |
Dividend Yield | 0.40 | 0.71 |
5 Years Earnings Growth | 17.67 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.50 | 38.73 |
Consumer Cyclical | 17.50 | 14.15 |
Healthcare | 12.67 | 12.82 |
Communication Services | 10.51 | 11.08 |
Consumer Defensive | 3.08 | 3.80 |
Financial Services | 2.86 | 9.28 |
Industrials | 2.82 | 7.23 |
Basic Materials | 0.52 | 1.90 |
Energy | 0.45 | 1.83 |
Real Estate | 0.08 | 1.68 |
Number of long holdings: 565
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 16.22 | - | - | |
Apple Inc | - | 7.88 | - | - | |
Microsoft Corp | - | 7.72 | - | - | |
Amazon.com Inc | - | 6.53 | - | - | |
Alphabet Inc Class A | - | 3.85 | - | - | |
Lululemon Athletica Inc | - | 3.10 | - | - | |
Meta Platforms Inc Class A | - | 2.47 | - | - | |
Alphabet Inc Class C | - | 2.29 | - | - | |
Eli Lilly and Co | - | 2.27 | - | - | |
Salesforce Inc | - | 1.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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