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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.747 | 19.750 |
Price to Book | 4.111 | 3.715 |
Price to Sales | 2.662 | 2.373 |
Price to Cash Flow | 14.994 | 13.660 |
Dividend Yield | 1.440 | 1.602 |
5 Years Earnings Growth | 11.867 | 11.635 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.580 | 26.530 |
Financial Services | 12.680 | 14.255 |
Healthcare | 12.450 | 13.704 |
Consumer Cyclical | 10.500 | 10.257 |
Communication Services | 8.950 | 8.185 |
Industrials | 8.320 | 10.162 |
Consumer Defensive | 5.930 | 6.510 |
Energy | 3.950 | 4.437 |
Real Estate | 2.280 | 2.367 |
Utilities | 2.200 | 2.407 |
Basic Materials | 2.150 | 2.743 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.04 | - | - | |
Apple Inc | - | 5.60 | - | - | |
NVIDIA Corp | - | 5.02 | - | - | |
Amazon.com Inc | - | 3.71 | - | - | |
Meta Platforms Inc Class A | - | 2.40 | - | - | |
Alphabet Inc Class A | - | 2.00 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.72 | - | - | |
Alphabet Inc Class C | - | 1.69 | - | - | |
Eli Lilly and Co | - | 1.40 | - | - | |
Broadcom Inc | - | 1.31 | - | - |
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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