Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 98.51 | 98.51 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 1.52 | 1.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.21 | 28.08 |
Price to Book | 7.42 | 6.67 |
Price to Sales | 4.26 | 4.19 |
Price to Cash Flow | 18.02 | 18.58 |
Dividend Yield | 0.45 | 0.71 |
5 Years Earnings Growth | 17.53 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.03 | 38.73 |
Consumer Cyclical | 21.04 | 14.15 |
Communication Services | 16.05 | 11.08 |
Healthcare | 8.38 | 12.82 |
Financial Services | 2.64 | 9.28 |
Consumer Defensive | 2.32 | 3.80 |
Industrials | 1.84 | 7.23 |
Energy | 1.35 | 1.83 |
Real Estate | 0.17 | 1.68 |
Basic Materials | 0.14 | 1.90 |
Utilities | 0.03 | 1.03 |
Number of long holdings: 302
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA Corp | - | 13.58 | - | - | |
Microsoft Corp | - | 9.57 | - | - | |
Amazon.com Inc | - | 8.25 | - | - | |
Apple Inc | - | 6.81 | - | - | |
Alphabet Inc Class A | - | 5.82 | - | - | |
Meta Platforms Inc Class A | - | 5.64 | - | - | |
Marvell Technology Inc | - | 3.66 | - | - | |
Eli Lilly and Co | - | 2.65 | - | - | |
Uber Technologies Inc | - | 2.18 | - | - | |
Netflix Inc | - | 2.07 | - | - |
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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review