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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 2.20 | 0.03 |
Stocks | 97.75 | 97.75 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.20 | 20.10 |
Price to Book | 4.00 | 3.72 |
Price to Sales | 2.56 | 2.48 |
Price to Cash Flow | 14.45 | 13.79 |
Dividend Yield | 1.49 | 1.58 |
5 Years Earnings Growth | 12.01 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.63 | 28.06 |
Healthcare | 12.72 | 13.52 |
Financial Services | 12.60 | 14.06 |
Consumer Cyclical | 10.75 | 10.60 |
Communication Services | 8.83 | 8.57 |
Industrials | 8.25 | 8.92 |
Consumer Defensive | 5.98 | 5.95 |
Energy | 3.72 | 4.16 |
Real Estate | 2.31 | 2.48 |
Utilities | 2.14 | 2.41 |
Basic Materials | 2.08 | 3.05 |
Number of long holdings: 622
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.95 | 430.52 | +0.35% | |
Apple | US0378331005 | 6.08 | 190.90 | -0.75% | |
NVIDIA | US67066G1040 | 4.40 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 3.61 | 183.13 | -0.01% | |
Meta Platforms | US30303M1027 | 2.46 | 467.78 | +0.68% | |
Alphabet A | US02079K3059 | 1.85 | 176.38 | -0.83% | |
Berkshire Hathaway B | US0846707026 | 1.72 | 413.99 | -0.09% | |
Alphabet C | US02079K1079 | 1.57 | 178.00 | -0.86% | |
Eli Lilly | US5324571083 | 1.39 | 802.91 | -0.03% | |
Broadcom | US11135F1012 | 1.30 | 1,392.24 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.74M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.41B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.66M | 11.14 | 14.28 | 15.54 | ||
Fidelity European Fund W Income | 112.42M | 6.60 | 11.91 | 10.62 | ||
Fidelity European Acc | 594.32M | 2.62 | 11.44 | 9.52 |
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