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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.01 | 100.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.26 | 19.73 |
Price to Book | 3.71 | 3.71 |
Price to Sales | 2.38 | 2.37 |
Price to Cash Flow | 14.12 | 13.65 |
Dividend Yield | 1.43 | 1.60 |
5 Years Earnings Growth | 11.95 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.37 | 26.55 |
Financial Services | 13.07 | 14.25 |
Healthcare | 12.33 | 13.72 |
Consumer Cyclical | 10.58 | 10.26 |
Industrials | 9.45 | 10.16 |
Communication Services | 8.26 | 8.18 |
Consumer Defensive | 5.56 | 6.51 |
Energy | 4.06 | 4.41 |
Real Estate | 2.79 | 2.38 |
Basic Materials | 2.40 | 2.74 |
Utilities | 2.14 | 2.40 |
Number of long holdings: 3,865
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.12 | - | - | |
Apple Inc | - | 4.87 | - | - | |
NVIDIA Corp | - | 4.37 | - | - | |
Amazon.com Inc | - | 3.23 | - | - | |
Meta Platforms Inc Class A | - | 2.09 | - | - | |
Alphabet Inc Class A | - | 1.74 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.50 | - | - | |
Alphabet Inc Class C | - | 1.47 | - | - | |
Eli Lilly and Co | - | 1.21 | - | - | |
Broadcom Inc | - | 1.14 | - | - |
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 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 | ||
Fidelity Blue Chip Growth | 53.49B | 11.65 | 6.39 | 17.08 |
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