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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.78 | 1.79 | 0.01 |
Stocks | 98.21 | 98.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.38 | 15.31 |
Price to Book | 2.31 | 2.42 |
Price to Sales | 1.33 | 1.63 |
Price to Cash Flow | 9.52 | 10.15 |
Dividend Yield | 2.24 | 2.61 |
5 Years Earnings Growth | 10.05 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.43 | 20.51 |
Industrials | 14.19 | 11.94 |
Healthcare | 13.73 | 15.31 |
Technology | 11.15 | 12.48 |
Energy | 8.08 | 8.40 |
Consumer Defensive | 7.66 | 8.43 |
Consumer Cyclical | 6.42 | 6.48 |
Communication Services | 4.97 | 5.50 |
Utilities | 4.78 | 5.00 |
Real Estate | 4.65 | 3.61 |
Basic Materials | 3.93 | 3.93 |
Number of long holdings: 148
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.48 | - | - | |
Exxon Mobil Corp | - | 3.02 | - | - | |
GE Aerospace | - | 2.06 | - | - | |
Wells Fargo & Co | - | 1.99 | - | - | |
Cisco Systems Inc | - | 1.95 | - | - | |
Johnson & Johnson | - | 1.87 | - | - | |
Procter & Gamble Co | - | 1.70 | - | - | |
FedEx Corp | - | 1.52 | - | - | |
The Hartford Financial Services Group Inc | - | 1.50 | - | - | |
Merck & Co Inc | - | 1.50 | - | - |
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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