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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 3.47 | 2.75 |
Stocks | 99.28 | 99.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.93 | 15.35 |
Price to Book | 2.04 | 2.42 |
Price to Sales | 1.34 | 1.63 |
Price to Cash Flow | 8.42 | 10.17 |
Dividend Yield | 2.53 | 2.60 |
5 Years Earnings Growth | 10.88 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.60 | 20.55 |
Healthcare | 14.60 | 15.26 |
Industrials | 14.51 | 11.94 |
Technology | 12.01 | 12.47 |
Energy | 9.06 | 8.46 |
Consumer Defensive | 7.67 | 8.43 |
Consumer Cyclical | 7.19 | 6.48 |
Communication Services | 5.14 | 5.48 |
Real Estate | 4.03 | 3.60 |
Basic Materials | 3.34 | 3.93 |
Utilities | 2.84 | 5.00 |
Number of long holdings: 358
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.82 | 417.04 | +0.95% | |
Exxon Mobil | US30231G1022 | 2.82 | 119.67 | +1.53% | |
JPMorgan | US46625H1005 | 2.57 | 204.85 | +1.18% | |
Chevron | US1667641005 | 2.05 | 162.73 | +1.02% | |
E-mini S&P 500 Future Dec 23 | - | 1.89 | - | - | |
J&J | US4781601046 | 1.88 | 154.68 | +0.26% | |
Comcast | US20030N1019 | 1.43 | 39.27 | -0.25% | |
Walmart | US9311421039 | 1.41 | 64.65 | +1.00% | |
Cisco | US17275R1023 | 1.39 | 48.17 | -0.35% | |
Pfizer | US7170811035 | 1.37 | 28.64 | -0.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
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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