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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.83 | 2.96 | 0.13 |
Stocks | 97.17 | 97.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.76 | 11.57 |
Price to Book | 1.31 | 1.38 |
Price to Sales | 1.19 | 0.94 |
Price to Cash Flow | 7.83 | 6.03 |
Dividend Yield | 4.00 | 3.89 |
5 Years Earnings Growth | 9.83 | 9.84 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 32.76 | 20.44 |
Industrials | 19.29 | 14.25 |
Basic Materials | 12.48 | 7.70 |
Energy | 11.83 | 7.52 |
Consumer Cyclical | 8.21 | 11.68 |
Technology | 5.65 | 8.40 |
Healthcare | 5.17 | 10.54 |
Communication Services | 1.79 | 6.11 |
Real Estate | 1.05 | 1.80 |
Consumer Defensive | 0.93 | 9.26 |
Utilities | 0.84 | 3.47 |
Number of long holdings: 101
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 4.62 | 72.18 | +1.04% | |
TotalEnergies SE | FR0000120271 | 3.32 | 62.33 | +0.47% | |
Hitachi | JP3788600009 | 2.80 | 3,601.0 | -1.45% | |
BHP Group Ltd | AU000000BHP4 | 2.46 | 42.680 | -1.09% | |
Toyota Motor | JP3633400001 | 2.40 | 3,290.0 | +0.83% | |
Santander | ES0113900J37 | 2.37 | 4.3305 | -0.15% | |
Rheinmetall AG | DE0007030009 | 2.31 | 475.700 | -0.02% | |
BAE Systems | GB0002634946 | 2.29 | 1,320.00 | -0.23% | |
Siemens AG | DE0007236101 | 2.27 | 173.72 | +0.10% | |
AXA | FR0000120628 | 2.22 | 30.57 | +0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
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 |
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