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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 86.76 | 86.77 | 0.01 |
Bonds | 13.11 | 13.33 | 0.22 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.89 | 0.93 | 0.04 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.65 | 17.79 |
Price to Book | 2.83 | 2.75 |
Price to Sales | 2.03 | 1.87 |
Price to Cash Flow | 12.29 | 11.22 |
Dividend Yield | 1.77 | 2.00 |
5 Years Earnings Growth | 11.70 | 11.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.26 | 20.70 |
Financial Services | 15.20 | 14.98 |
Healthcare | 11.85 | 12.73 |
Industrials | 11.65 | 12.65 |
Consumer Cyclical | 11.42 | 12.08 |
Communication Services | 6.77 | 6.56 |
Consumer Defensive | 5.70 | 6.28 |
Basic Materials | 4.29 | 3.83 |
Energy | 4.13 | 4.64 |
Real Estate | 2.79 | 4.01 |
Utilities | 1.92 | 2.47 |
Number of long holdings: 7,263
Number of short holdings: 36
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.76 | 420.21 | -0.19% | |
Apple | US0378331005 | 2.41 | 189.87 | +0.02% | |
E-mini S&P 500 Future Mar 24 | - | 2.04 | - | - | |
Amazon.com | US0231351067 | 1.99 | 184.70 | +0.58% | |
Alphabet A | US02079K3059 | 1.61 | 176.06 | +1.08% | |
NVIDIA | US67066G1040 | 1.47 | 924.79 | -1.99% | |
Meta Platforms | US30303M1027 | 1.36 | 471.91 | -0.28% | |
MSCI EAFE Index Future Mar 24 | - | 1.35 | - | - | |
Taiwan Semicon | TW0002330008 | 0.93 | 835.00 | -0.71% | |
JPMorgan | US46625H1005 | 0.90 | 204.85 | +1.18% |
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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