Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.75 | 0.76 | 0.01 |
Stocks | 96.35 | 96.35 | 0.00 |
Other | 2.90 | 2.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.42 | 17.25 |
Price to Book | 2.21 | 2.38 |
Price to Sales | 1.19 | 1.51 |
Price to Cash Flow | 8.52 | 10.53 |
Dividend Yield | 1.64 | 1.53 |
5 Years Earnings Growth | 9.98 | 11.50 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.22 | 19.85 |
Financial Services | 14.88 | 15.18 |
Consumer Cyclical | 14.73 | 13.53 |
Technology | 12.76 | 15.55 |
Healthcare | 7.81 | 9.78 |
Energy | 7.02 | 5.36 |
Basic Materials | 5.11 | 5.43 |
Utilities | 4.96 | 3.87 |
Real Estate | 4.76 | 7.17 |
Consumer Defensive | 4.27 | 4.46 |
Communication Services | 2.48 | 2.98 |
Number of long holdings: 163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Space Exploration Tech Corp Pp | - | 1.87 | - | - | |
Imperial Oil | CA4530384086 | 1.57 | 68.25 | -1.22% | |
Vistra Energy | US92840M1027 | 1.54 | 85.98 | -1.42% | |
Arch Capital | BMG0450A1053 | 1.53 | 100.89 | -0.13% | |
American Financial | US0259321042 | 1.35 | 123.02 | -1.94% | |
Regal Beloit | US7587501039 | 1.32 | 135.22 | -0.89% | |
Aecom Technology | US00766T1007 | 1.31 | 88.14 | -0.84% | |
Molina Healthcare | US60855R1005 | 1.28 | 297.30 | -1.83% | |
Cheniere Energy | US16411R2085 | 1.27 | 174.83 | +1.53% | |
Performance Food Group Co | US71377A1034 | 1.24 | 66.11 | -1.88% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 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 | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 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