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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.54 | 0.54 | 0.00 |
Stocks | 99.44 | 99.44 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.27 | 14.27 |
Price to Book | 2.38 | 2.27 |
Price to Sales | 1.15 | 1.37 |
Price to Cash Flow | 11.04 | 9.73 |
Dividend Yield | 1.85 | 2.39 |
5 Years Earnings Growth | 12.45 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Industrials | 17.30 | 10.61 |
Financial Services | 16.19 | 20.08 |
Healthcare | 11.95 | 17.02 |
Communication Services | 11.79 | 7.15 |
Consumer Defensive | 10.69 | 8.72 |
Technology | 10.20 | 14.32 |
Energy | 7.20 | 7.95 |
Utilities | 6.78 | 4.70 |
Basic Materials | 3.44 | 3.68 |
Real Estate | 2.93 | 2.31 |
Consumer Cyclical | 1.53 | 7.72 |
Number of long holdings: 215
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.62 | 453.20 | +0.86% | |
Wells Fargo&Co | US9497461015 | 3.61 | 70.34 | +2.16% | |
Elevance Health | US0367521038 | 3.35 | 365.96 | -0.14% | |
Alphabet A | US02079K3059 | 3.27 | 191.41 | +1.54% | |
T-Mobile US | US8725901040 | 3.22 | 220.31 | +1.06% | |
Salesforce Inc | US79466L3024 | 3.20 | 343.65 | +2.21% | |
Sempra Energy | US8168511090 | 3.17 | 86.81 | +1.06% | |
Cheniere Energy | US16411R2085 | 3.02 | 208.89 | +1.43% | |
FedEx | US31428X1063 | 2.97 | 275.73 | -0.05% | |
Baker Hughes | US05722G1004 | 2.78 | 40.32 | +1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.36M | 21.25 | 10.03 | 12.31 | ||
Fidelity Index World Fund P Accumul | 7.54B | 21.45 | 10.21 | 12.50 | ||
Fidelity Index US Fund Class A Acc | 3.88M | 26.83 | 12.16 | 15.03 | ||
Fidelity Index US Fund P Accumulati | 4.41B | 27.11 | 12.42 | 15.30 | ||
Fidelity European Acc | 506.92M | -0.30 | 4.47 | 8.78 |
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