Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.24 | 1.32 | 0.08 |
Stocks | 95.12 | 95.12 | 0.00 |
Other | 3.63 | 3.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.69 | 27.83 |
Price to Book | 4.35 | 6.60 |
Price to Sales | 3.32 | 4.16 |
Price to Cash Flow | 15.32 | 18.28 |
Dividend Yield | 0.72 | 0.72 |
5 Years Earnings Growth | 14.81 | 14.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.60 | 38.58 |
Communication Services | 19.94 | 11.24 |
Financial Services | 13.89 | 9.27 |
Consumer Cyclical | 11.52 | 14.12 |
Healthcare | 11.37 | 12.78 |
Industrials | 6.88 | 7.25 |
Energy | 3.08 | 1.88 |
Basic Materials | 2.94 | 1.90 |
Utilities | 1.41 | 1.00 |
Consumer Defensive | 1.37 | 3.79 |
Number of long holdings: 440
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 10.18 | 492.96 | -0.16% | |
Microsoft | US5949181045 | 7.42 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 7.16 | 120.89 | -0.09% | |
Alphabet A | US02079K3059 | 6.18 | 174.45 | -1.29% | |
Amazon.com | US0231351067 | 5.39 | 184.30 | -0.38% | |
Berkshire Hathaway A | US0846701086 | 4.96 | 622,291 | +0.37% | |
Eli Lilly | US5324571083 | 3.12 | 849.99 | +1.52% | |
Apple | US0378331005 | 2.31 | 196.89 | +1.24% | |
Netflix | US64110L1061 | 1.83 | 641.63 | -1.06% | |
Regeneron Pharma | US75886F1075 | 1.73 | 1,002.95 | +0.22% |
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