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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.03 | 1.09 | 0.06 |
Stocks | 98.93 | 98.93 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.02 | 14.41 |
Price to Book | 1.49 | 1.96 |
Price to Sales | 0.71 | 1.15 |
Price to Cash Flow | 6.69 | 8.68 |
Dividend Yield | 3.10 | 2.29 |
5 Years Earnings Growth | 10.06 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.00 | 10.31 |
Industrials | 16.06 | 17.95 |
Financial Services | 15.29 | 18.07 |
Consumer Cyclical | 14.87 | 11.90 |
Healthcare | 12.54 | 9.19 |
Energy | 9.42 | 6.31 |
Consumer Defensive | 6.23 | 6.21 |
Basic Materials | 4.69 | 5.13 |
Utilities | 1.77 | 6.49 |
Real Estate | 1.15 | 7.69 |
Communication Services | 1.00 | 3.05 |
Number of long holdings: 679
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 1.92 | 59.91 | +0.13% | |
Elevance Health | US0367521038 | 1.88 | 527.01 | +0.27% | |
Seagate | IE00BKVD2N49 | 1.60 | 87.50 | +1.40% | |
Metro Inc. | CA59162N1096 | 1.55 | 72.33 | +1.10% | |
UnitedHealth | US91324P1021 | 1.53 | 492.66 | -0.06% | |
Next | GB0032089863 | 1.46 | 9,098.0 | +1.34% | |
TotalEnergies SE ADR | US89151E1091 | 1.46 | 71.61 | +0.29% | |
PG E | US69331C1080 | 1.42 | 17.57 | +0.23% | |
Reinsurance of America | US7593516047 | 1.13 | 201.77 | +5.54% | |
Unum | US91529Y1064 | 1.10 | 51.63 | -0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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