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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 62.650 | 62.650 | 0.000 |
Bonds | 37.180 | 37.180 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.310 | 0.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.549 | 18.207 |
Price to Book | 3.876 | 3.082 |
Price to Sales | 2.496 | 2.069 |
Price to Cash Flow | 15.143 | 11.965 |
Dividend Yield | 1.198 | 2.003 |
5 Years Earnings Growth | 12.792 | 11.285 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.120 | 22.927 |
Healthcare | 12.510 | 13.346 |
Financial Services | 12.170 | 14.975 |
Consumer Cyclical | 11.170 | 10.088 |
Communication Services | 9.120 | 7.204 |
Industrials | 8.490 | 10.849 |
Consumer Defensive | 5.910 | 6.311 |
Energy | 3.830 | 5.463 |
Real Estate | 2.310 | 3.556 |
Basic Materials | 2.220 | 3.516 |
Utilities | 2.160 | 3.041 |
Number of long holdings: 2,236
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.28 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 3.28 | 924.79 | -1.99% | |
Apple | US0378331005 | 3.15 | 189.87 | +0.02% | |
Amazon.com | US0231351067 | 2.93 | 184.70 | +0.58% | |
Meta Platforms | US30303M1027 | 2.01 | 471.91 | -0.28% | |
Alphabet A | US02079K3059 | 1.54 | 176.06 | +1.08% | |
United States Treasury Notes 3.875% | - | 1.49 | - | - | |
JPMorgan | US46625H1005 | 1.10 | 204.85 | +1.18% | |
Eli Lilly | US5324571083 | 1.10 | 770.09 | -0.13% | |
United States Treasury Notes 4.375% | - | 1.09 | - | - |
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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