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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 0.38 | 0.15 |
Stocks | 99.77 | 99.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.47 | 14.41 |
Price to Book | 2.26 | 2.22 |
Price to Sales | 0.95 | 1.29 |
Price to Cash Flow | 9.67 | 9.47 |
Dividend Yield | 1.79 | 2.41 |
5 Years Earnings Growth | 12.05 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.30 | 10.20 |
Healthcare | 17.37 | 17.54 |
Financial Services | 12.19 | 19.19 |
Consumer Defensive | 12.14 | 9.27 |
Communication Services | 11.02 | 7.40 |
Technology | 9.28 | 14.65 |
Energy | 6.73 | 8.31 |
Utilities | 4.69 | 4.18 |
Basic Materials | 3.30 | 3.62 |
Consumer Cyclical | 2.21 | 7.85 |
Real Estate | 1.75 | 2.06 |
Number of long holdings: 172
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McKesson | US58155Q1031 | 4.22 | 526.31 | -0.01% | |
Wells Fargo&Co | US9497461015 | 4.13 | 63.60 | -1.68% | |
Alphabet A | US02079K3059 | 4.01 | 169.44 | -1.08% | |
Elevance Health | US0367521038 | 3.85 | 417.82 | +0.92% | |
Salesforce Inc | US79466L3024 | 3.79 | 299.05 | +1.47% | |
Union Pacific | US9078181081 | 3.69 | 230.05 | -1.13% | |
Berkshire Hathaway B | US0846707026 | 3.69 | 441.50 | -2.35% | |
Norfolk Southern | US6558441084 | 3.62 | 246.93 | -1.26% | |
FedEx | US31428X1063 | 3.44 | 271.77 | -0.94% | |
Baker Hughes | US05722G1004 | 3.34 | 38.22 | +1.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.15M | 12.38 | 8.78 | 12.07 | ||
Fidelity Index World Fund P Accumul | 6.96B | 12.53 | 8.97 | 12.26 | ||
Fidelity Index US Fund Class A Acc | 3.8M | 14.72 | 10.80 | 14.75 | ||
Fidelity Index US Fund P Accumulati | 4.13B | 14.93 | 11.05 | 15.02 | ||
Fidelity European Fund W Acc | 2.83B | 6.52 | 8.19 | 10.75 |
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