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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 62.69 | 62.69 | 0.00 |
Bonds | 37.35 | 38.24 | 0.89 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.34 | 0.43 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.55 | 18.15 |
Price to Book | 3.88 | 3.08 |
Price to Sales | 2.50 | 2.06 |
Price to Cash Flow | 15.15 | 11.93 |
Dividend Yield | 1.20 | 2.01 |
5 Years Earnings Growth | 12.77 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.10 | 22.92 |
Healthcare | 12.51 | 13.37 |
Financial Services | 12.16 | 14.97 |
Consumer Cyclical | 11.17 | 10.09 |
Communication Services | 9.12 | 7.19 |
Industrials | 8.50 | 10.85 |
Consumer Defensive | 5.92 | 6.31 |
Energy | 3.83 | 5.45 |
Real Estate | 2.31 | 3.56 |
Basic Materials | 2.22 | 3.52 |
Utilities | 2.16 | 3.04 |
Number of long holdings: 5,173
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.27 | 413.41 | -0.08% | |
NVIDIA | US67066G1040 | 3.28 | 908.41 | +0.49% | |
Apple | US0378331005 | 3.14 | 186.49 | +0.11% | |
Amazon.com | US0231351067 | 2.93 | 186.50 | -0.04% | |
Meta Platforms | US30303M1027 | 2.01 | 467.97 | -0.01% | |
Alphabet A | US02079K3059 | 1.54 | 170.97 | +1.08% | |
United States Treasury Notes 4% | - | 1.45 | - | - | |
United States Treasury Notes 4.125% | - | 1.39 | - | - | |
United States Treasury Notes 1.25% | - | 1.37 | - | - | |
Eli Lilly | US5324571083 | 1.09 | 757.73 | +0.00% |
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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