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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.17 | 1.17 | 1.00 |
Stocks | 99.29 | 99.30 | 0.01 |
Bonds | 0.36 | 0.67 | 0.31 |
Other | 0.17 | 0.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.83 | 19.65 |
Price to Book | 3.95 | 3.70 |
Price to Sales | 2.45 | 2.36 |
Price to Cash Flow | 14.44 | 13.57 |
Dividend Yield | 1.36 | 1.61 |
5 Years Earnings Growth | 12.35 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.65 | 26.48 |
Financial Services | 13.43 | 14.24 |
Healthcare | 13.00 | 13.69 |
Consumer Cyclical | 11.07 | 10.25 |
Communication Services | 9.11 | 8.20 |
Industrials | 8.30 | 10.19 |
Consumer Defensive | 5.03 | 6.53 |
Energy | 4.57 | 4.46 |
Utilities | 2.16 | 2.44 |
Basic Materials | 1.85 | 2.75 |
Real Estate | 1.82 | 2.35 |
Number of long holdings: 1,398
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.79 | - | - | |
Fidelity Growth Company Fund | - | 5.34 | - | - | |
NVIDIA Corp | - | 3.96 | - | - | |
Apple Inc | - | 3.88 | - | - | |
Amazon.com Inc | - | 3.32 | - | - | |
Fidelity SAI US LowVolatility Idx | - | 2.69 | - | - | |
iShares Core S&P 500 ETF | - | 2.40 | - | - | |
Fidelity SAI US Large Cap Index | - | 2.13 | - | - | |
Meta Platforms Inc Class A | - | 2.10 | - | - | |
Alphabet Inc Class C | - | 1.48 | - | - |
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 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
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