Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 65.92 | 65.92 | 0.00 |
Bonds | 33.62 | 34.19 | 0.57 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.77 | 0.88 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.73 | 18.14 |
Price to Book | 4.73 | 3.07 |
Price to Sales | 2.95 | 2.06 |
Price to Cash Flow | 17.89 | 11.92 |
Dividend Yield | 0.91 | 2.01 |
5 Years Earnings Growth | 13.96 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.48 | 22.93 |
Financial Services | 16.32 | 14.99 |
Industrials | 13.16 | 10.84 |
Healthcare | 12.06 | 13.34 |
Consumer Cyclical | 11.31 | 10.06 |
Communication Services | 9.21 | 7.22 |
Basic Materials | 3.75 | 3.51 |
Energy | 2.74 | 5.51 |
Consumer Defensive | 1.29 | 6.29 |
Real Estate | 0.37 | 3.53 |
Utilities | 0.32 | 3.07 |
Number of long holdings: 5,553
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.07 | - | - | |
NVIDIA Corp | - | 3.91 | - | - | |
Amazon.com Inc | - | 3.34 | - | - | |
Alphabet Inc Class C | - | 2.48 | - | - | |
Meta Platforms Inc Class A | - | 2.33 | - | - | |
Eaton | IE00B8KQN827 | 1.88 | 313.46 | -4.02% | |
Eli Lilly and Co | - | 1.66 | - | - | |
Boston Scientific Corp | - | 1.41 | - | - | |
Marvell Technology Inc | - | 1.35 | - | - | |
Mastercard Inc Class A | - | 1.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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