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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.200 | 2.430 | 0.230 |
Stocks | 97.760 | 97.760 | 0.000 |
Bonds | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.658 | 16.715 |
Price to Book | 2.332 | 2.642 |
Price to Sales | 1.084 | 1.968 |
Price to Cash Flow | 10.321 | 10.187 |
Dividend Yield | 1.639 | 2.802 |
5 Years Earnings Growth | 8.480 | 12.094 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.380 | 13.914 |
Healthcare | 14.240 | 13.947 |
Financial Services | 13.590 | 18.270 |
Communication Services | 12.400 | 8.361 |
Consumer Defensive | 12.290 | 9.202 |
Technology | 10.340 | 19.753 |
Energy | 7.030 | 8.835 |
Utilities | 4.560 | 5.871 |
Basic Materials | 3.240 | 9.882 |
Real Estate | 1.630 | 4.589 |
Consumer Cyclical | 1.300 | 12.378 |
Number of long holdings: 168
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 5.01 | 183.76 | -0.15% | |
Wells Fargo&Co | US9497461015 | 4.57 | 56.94 | -0.46% | |
Elevance Health | US0367521038 | 3.97 | 533.04 | -0.42% | |
Baker Hughes | US05722G1004 | 3.85 | 34.44 | -1.19% | |
FedEx | US31428X1063 | 3.76 | 293.78 | +14.59% | |
Berkshire Hathaway B | US0846707026 | 3.75 | 409.45 | -0.37% | |
McKesson | US58155Q1031 | 3.55 | 597.64 | -1.12% | |
Union Pacific | US9078181081 | 3.53 | 225.08 | +0.46% | |
Salesforce Inc | US79466L3024 | 3.45 | 241.64 | -0.05% | |
Norfolk Southern | US6558441084 | 3.35 | 214.42 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1984161932 | 8.68B | -2.77 | 26.89 | - | ||
Fidelity Glbl Div A Acc HUF Hdgd | 23.09B | 9.85 | 13.16 | 9.51 | ||
Fidelity GlblMltiAsetIncmeAccHUFHdg | 8.8B | -3.74 | 2.51 | - | ||
LU1088279044 | 4.95B | 3.21 | 11.25 | - | ||
Fidelity Funds EM Fund A Acc HUF | 1.31B | -11.87 | 15.01 | - |
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