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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.33 | 6.33 | 0.00 |
Stocks | 64.15 | 64.15 | 0.00 |
Bonds | 2.38 | 2.38 | 0.00 |
Convertible | 8.54 | 8.54 | 0.00 |
Preferred | 18.60 | 18.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.62 | 17.39 |
Price to Book | 2.66 | 2.66 |
Price to Sales | 2.20 | 1.80 |
Price to Cash Flow | 11.87 | 10.88 |
Dividend Yield | 2.99 | 2.10 |
5 Years Earnings Growth | 9.07 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 23.69 | 4.39 |
Consumer Defensive | 11.87 | 6.74 |
Industrials | 11.30 | 11.71 |
Financial Services | 10.26 | 15.23 |
Technology | 10.16 | 20.55 |
Healthcare | 9.23 | 12.67 |
Energy | 7.59 | 5.69 |
Consumer Cyclical | 6.16 | 10.06 |
Communication Services | 4.30 | 7.08 |
Utilities | 3.76 | 2.93 |
Basic Materials | 1.69 | 3.99 |
Number of long holdings: 573
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.51 | 119.67 | +1.53% | |
Procter&Gamble | US7427181091 | 2.35 | 167.66 | -0.12% | |
Prologis | US74340W1036 | 2.25 | 111.50 | +0.64% | |
Coca-Cola | US1912161007 | 1.71 | 63.04 | -0.44% | |
J&J | US4781601046 | 1.71 | 154.68 | +0.26% | |
Eaton | IE00B8KQN827 | 1.58 | 330.24 | +0.02% | |
McDonald’s | US5801351017 | 1.56 | 272.37 | -0.42% | |
Equinix | US29444U7000 | 1.50 | 799.83 | +0.04% | |
Cisco | US17275R1023 | 1.39 | 48.17 | -0.35% | |
United States Treasury Bonds 3.875% | - | 1.16 | - | - |
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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