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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.26 | 3.30 | 0.04 |
Stocks | 96.71 | 96.71 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.62 | 18.00 |
Price to Book | 2.21 | 2.51 |
Price to Sales | 1.63 | 1.72 |
Price to Cash Flow | 11.75 | 11.75 |
Dividend Yield | 2.35 | 2.28 |
5 Years Earnings Growth | 10.77 | 12.19 |
Name | Net % | Category Average |
---|---|---|
Industrials | 31.05 | 24.17 |
Technology | 18.32 | 18.75 |
Consumer Cyclical | 15.41 | 11.88 |
Healthcare | 7.32 | 10.71 |
Communication Services | 7.31 | 5.98 |
Financial Services | 6.33 | 10.02 |
Basic Materials | 5.62 | 5.70 |
Real Estate | 3.81 | 4.26 |
Consumer Defensive | 2.79 | 6.67 |
Energy | 1.86 | 2.85 |
Utilities | 0.18 | 1.30 |
Number of long holdings: 112
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI EAFE Small-Cap | US4642882736 | 4.88 | 67.67 | -0.73% | |
Lagercrantz B | SE0014990966 | 4.71 | 191.90 | +0.26% | |
Addtech | SE0014781795 | 4.50 | 302.80 | -0.59% | |
CTS Eventim AG | DE0005470306 | 3.56 | 92.450 | +1.20% | |
Spectris | GB0003308607 | 2.98 | 2,800.0 | +2.04% | |
Azbil Corp | JP3937200008 | 2.88 | 1,175.0 | -75.70% | |
Aalberts Industries | NL0000852564 | 2.49 | 36.84 | +1.54% | |
Interpump | IT0001078911 | 2.31 | 42.500 | +3.26% | |
Morningstar | US6177001095 | 1.97 | 317.27 | -0.15% | |
Schwab amental Intl Small Company | US8085247489 | 1.96 | 38.13 | -0.96% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 98.68B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 60.6B | 24.93 | 6.91 | 17.18 |
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