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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.78 | 0.78 | 0.00 |
Stocks | 99.22 | 99.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.02 | 19.75 |
Price to Book | 3.01 | 3.71 |
Price to Sales | 2.22 | 2.37 |
Price to Cash Flow | 12.96 | 13.66 |
Dividend Yield | 1.97 | 1.60 |
5 Years Earnings Growth | 11.37 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.73 | 26.53 |
Financial Services | 16.21 | 14.26 |
Healthcare | 15.33 | 13.70 |
Consumer Cyclical | 11.78 | 10.26 |
Industrials | 10.12 | 10.16 |
Consumer Defensive | 7.81 | 6.51 |
Energy | 5.46 | 4.44 |
Communication Services | 3.58 | 8.18 |
Utilities | 3.15 | 2.41 |
Basic Materials | 2.44 | 2.74 |
Real Estate | 2.38 | 2.37 |
Number of long holdings: 506
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.61 | - | - | |
Apple Inc | - | 3.47 | - | - | |
Amazon.com Inc | - | 2.94 | - | - | |
Berkshire Hathaway Inc B | - | 1.80 | - | - | |
Johnson & Johnson | - | 1.67 | - | - | |
JPMorgan Chase & Co | - | 1.58 | - | - | |
Facebook Inc A | - | 1.44 | - | - | |
Alphabet Inc Class C | - | 1.43 | - | - | |
Exxon Mobil Corp | - | 1.43 | - | - | |
Alphabet Inc A | - | 1.41 | - | - |
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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