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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.68 | 0.69 | 0.01 |
Stocks | 99.32 | 99.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.87 | 19.75 |
Price to Book | 3.32 | 3.71 |
Price to Sales | 1.94 | 2.37 |
Price to Cash Flow | 12.37 | 13.66 |
Dividend Yield | 1.86 | 1.60 |
5 Years Earnings Growth | 13.68 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.73 | 26.53 |
Financial Services | 14.40 | 14.26 |
Industrials | 13.22 | 10.16 |
Healthcare | 10.46 | 13.70 |
Energy | 10.46 | 4.44 |
Utilities | 4.91 | 2.41 |
Communication Services | 4.80 | 8.18 |
Consumer Cyclical | 4.12 | 10.26 |
Consumer Defensive | 3.67 | 6.51 |
Basic Materials | 2.92 | 2.74 |
Real Estate | 0.32 | 2.37 |
Number of long holdings: 129
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.87 | - | - | |
NVIDIA Corp | - | 6.21 | - | - | |
Meta Platforms Inc Class A | - | 3.34 | - | - | |
Exxon Mobil Corp | - | 2.39 | - | - | |
Broadcom Inc | - | 2.31 | - | - | |
Boeing Co | - | 1.82 | - | - | |
The Cigna Group | - | 1.80 | - | - | |
UnitedHealth Group Inc | - | 1.80 | - | - | |
Visa Inc Class A | - | 1.75 | - | - | |
Wells Fargo & Co | - | 1.74 | - | - |
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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