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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.92 | 0.98 | 0.06 |
Shares | 98.85 | 98.85 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.19 | 0.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.08 | 27.83 |
Price to Book | 6.33 | 6.60 |
Price to Sales | 4.05 | 4.16 |
Price to Cash Flow | 14.70 | 18.28 |
Dividend Yield | 0.54 | 0.72 |
5 Years Earnings Growth | 16.82 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.55 | 38.58 |
Healthcare | 14.83 | 12.78 |
Communication Services | 11.68 | 11.24 |
Industrials | 10.77 | 7.25 |
Consumer Cyclical | 10.53 | 14.12 |
Financial Services | 5.85 | 9.27 |
Energy | 2.71 | 1.88 |
Consumer Defensive | 0.72 | 3.79 |
Utilities | 0.37 | 1.00 |
Number of long holdings: 149
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.30 | 426.23 | +0.40% | |
NVIDIA | US67066G1040 | 8.56 | 1,214.96 | +0.41% | |
Amazon.com | US0231351067 | 5.25 | 185.97 | +0.52% | |
Alphabet A | US02079K3059 | 5.01 | 176.63 | -0.05% | |
Uber Tech | US90353T1007 | 4.34 | 69.46 | +0.81% | |
Apple | US0378331005 | 3.55 | 196.38 | +0.98% | |
Eli Lilly | US5324571083 | 2.73 | 854.13 | +2.01% | |
Boston Scientific | US1011371077 | 2.61 | 77.34 | +1.61% | |
Netflix | US64110L1061 | 1.90 | 647.52 | -0.15% | |
Universal Music NV | NL0015000IY2 | 1.80 | 28.23 | -1.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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