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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.05 | 1.65 | 0.60 |
Stocks | 98.70 | 98.70 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.14 | 19.75 |
Price to Book | 4.19 | 3.71 |
Price to Sales | 2.47 | 2.37 |
Price to Cash Flow | 15.48 | 13.66 |
Dividend Yield | 1.15 | 1.60 |
5 Years Earnings Growth | 13.50 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.61 | 26.53 |
Financial Services | 12.69 | 14.26 |
Healthcare | 12.45 | 13.70 |
Consumer Cyclical | 10.71 | 10.26 |
Industrials | 9.57 | 10.16 |
Communication Services | 8.68 | 8.18 |
Consumer Defensive | 5.34 | 6.51 |
Energy | 4.07 | 4.44 |
Real Estate | 2.40 | 2.37 |
Basic Materials | 2.28 | 2.74 |
Utilities | 2.19 | 2.41 |
Number of long holdings: 282
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.34 | - | - | |
NVIDIA Corp | - | 4.70 | - | - | |
Apple Inc | - | 4.36 | - | - | |
Amazon.com Inc | - | 4.31 | - | - | |
Meta Platforms Inc Class A | - | 2.63 | - | - | |
Exxon Mobil Corp | - | 1.98 | - | - | |
JPMorgan Chase & Co | - | 1.89 | - | - | |
Eli Lilly and Co | - | 1.84 | - | - | |
Alphabet Inc Class A | - | 1.71 | - | - | |
Alphabet Inc Class C | - | 1.63 | - | - |
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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