Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.16 | 0.16 | 0.00 |
Stocks | 99.84 | 99.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.88 | 14.55 |
Price to Book | 2.52 | 2.30 |
Price to Sales | 1.24 | 1.38 |
Price to Cash Flow | 12.07 | 9.85 |
Dividend Yield | 1.76 | 2.43 |
5 Years Earnings Growth | 11.92 | 9.52 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.37 | 20.27 |
Industrials | 16.98 | 10.54 |
Communication Services | 12.07 | 7.16 |
Healthcare | 11.38 | 16.79 |
Technology | 10.01 | 14.39 |
Consumer Defensive | 9.75 | 8.64 |
Energy | 7.27 | 7.93 |
Utilities | 6.86 | 4.68 |
Basic Materials | 3.22 | 3.83 |
Real Estate | 2.64 | 2.33 |
Consumer Cyclical | 2.45 | 7.80 |
Number of long holdings: 228
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.89 | 77.54 | -0.40% | |
Berkshire Hathaway B | US0846707026 | 3.55 | 460.51 | -1.72% | |
T-Mobile US | US8725901040 | 3.42 | 218.18 | -0.60% | |
Sempra Energy | US8168511090 | 3.20 | 82.80 | -4.29% | |
Salesforce Inc | US79466L3024 | 3.19 | 332.62 | +1.77% | |
Alphabet A | US02079K3059 | 3.05 | 198.37 | +0.16% | |
Cheniere Energy | US16411R2085 | 2.88 | 233.36 | -6.52% | |
Elevance Health | US0367521038 | 2.85 | 390.73 | +0.39% | |
FedEx | US31428X1063 | 2.81 | 270.43 | -1.87% | |
PNC Financial | US6934751057 | 2.71 | 196.30 | -1.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.74M | 20.79 | 9.02 | 12.32 | ||
Fidelity Index World Fund P Accumul | 8.11B | 21.45 | 10.21 | 12.50 | ||
Fidelity Index US Fund Class A Acc | 4.14M | 26.92 | 11.17 | 14.92 | ||
Fidelity Index US Fund P Accumulati | 4.65B | 27.11 | 12.42 | 15.30 | ||
Fidelity European Acc | 536.88M | -0.30 | 4.47 | 8.78 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review