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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.030 | 100.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.861 | 17.285 |
Price to Book | 2.681 | 2.404 |
Price to Sales | 1.640 | 1.512 |
Price to Cash Flow | 11.483 | 10.587 |
Dividend Yield | 1.640 | 1.517 |
5 Years Earnings Growth | 11.238 | 11.774 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.560 | 19.754 |
Technology | 16.270 | 15.511 |
Financial Services | 14.150 | 15.150 |
Consumer Cyclical | 11.170 | 13.606 |
Healthcare | 9.990 | 9.884 |
Real Estate | 7.540 | 7.222 |
Energy | 5.060 | 5.202 |
Utilities | 5.050 | 3.789 |
Basic Materials | 4.580 | 5.403 |
Communication Services | 3.380 | 2.997 |
Consumer Defensive | 3.250 | 4.464 |
Number of long holdings: 811
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Phillips 66 | - | 0.63 | - | - | |
Parker Hannifin Corp | - | 0.62 | - | - | |
CrowdStrike Holdings Inc Class A | - | 0.60 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 0.60 | 331.89 | -0.31% | |
Amphenol Corp Class A | - | 0.59 | - | - | |
KKR & Co Inc Ordinary Shares | - | 0.58 | - | - | |
TransDigm Group Inc | - | 0.57 | - | - | |
PACCAR Inc | - | 0.55 | - | - | |
Marvell Technology Inc | - | 0.53 | - | - | |
Cintas Corp | - | 0.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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