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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 65.32 | 65.32 | 0.00 |
Bonds | 33.90 | 34.63 | 0.73 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.82 | 0.90 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.46 | 18.14 |
Price to Book | 4.82 | 3.07 |
Price to Sales | 2.95 | 2.06 |
Price to Cash Flow | 17.86 | 11.92 |
Dividend Yield | 0.88 | 2.01 |
5 Years Earnings Growth | 14.12 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.33 | 22.93 |
Financial Services | 16.15 | 14.99 |
Industrials | 13.04 | 10.84 |
Healthcare | 12.03 | 13.34 |
Consumer Cyclical | 10.90 | 10.06 |
Communication Services | 9.33 | 7.22 |
Basic Materials | 3.25 | 3.51 |
Energy | 2.03 | 5.51 |
Consumer Defensive | 1.35 | 6.29 |
Real Estate | 0.35 | 3.53 |
Utilities | 0.26 | 3.07 |
Number of long holdings: 5,523
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.14 | 416.07 | +0.62% | |
NVIDIA | US67066G1040 | 3.80 | 1,164.37 | +1.25% | |
Amazon.com | US0231351067 | 3.36 | 179.34 | +0.56% | |
Meta Platforms | US30303M1027 | 2.41 | 476.99 | -0.10% | |
Alphabet C | US02079K1079 | 2.38 | 175.13 | +0.41% | |
Eaton | IE00B8KQN827 | 1.88 | 316.17 | -2.56% | |
Eli Lilly | US5324571083 | 1.65 | 832.59 | +0.16% | |
Mastercard | US57636Q1040 | 1.59 | 444.77 | +0.36% | |
Boston Scientific | US1011371077 | 1.43 | 75.92 | +0.55% | |
Marvell | US5738741041 | 1.40 | 66.38 | -2.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund K | 11.45B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 126.28B | 12.51 | 8.44 | 14.31 | ||
Fidelity Total Market Index Instl b | 91.97B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 63.32B | 7.15 | 8.23 | 12.29 |
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