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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.27 | 1.36 | 0.09 |
Stocks | 98.69 | 98.69 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.55 | 14.50 |
Price to Book | 1.52 | 1.98 |
Price to Sales | 0.74 | 1.16 |
Price to Cash Flow | 7.44 | 8.76 |
Dividend Yield | 2.82 | 2.28 |
5 Years Earnings Growth | 10.31 | 10.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.70 | 10.29 |
Industrials | 16.42 | 17.96 |
Financial Services | 15.60 | 17.99 |
Consumer Cyclical | 15.06 | 11.87 |
Healthcare | 12.20 | 9.20 |
Energy | 9.39 | 6.41 |
Consumer Defensive | 6.42 | 6.27 |
Basic Materials | 4.46 | 5.16 |
Utilities | 1.71 | 6.50 |
Real Estate | 1.14 | 7.64 |
Communication Services | 0.91 | 3.01 |
Number of long holdings: 680
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.07 | 60.21 | +0.89% | |
Elevance Health | US0367521038 | 1.85 | 521.22 | -4.18% | |
Metro Inc. | CA59162N1096 | 1.56 | 74.56 | +0.36% | |
Seagate | IE00BKVD2N49 | 1.46 | 94.19 | +0.78% | |
UnitedHealth | US91324P1021 | 1.43 | 508.17 | -1.68% | |
TotalEnergies SE ADR | US89151E1091 | 1.39 | 71.52 | +1.45% | |
PG E | US69331C1080 | 1.37 | 18.46 | +0.44% | |
Next | GB0032089863 | 1.24 | 9,366.0 | +0.62% | |
Ovintiv | US69047Q1022 | 1.22 | 48.30 | +0.04% | |
Cigna | US1255231003 | 1.12 | 332.61 | -1.55% |
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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