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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.41 | 0.41 | 0.00 |
Stocks | 99.58 | 99.58 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.78 | 19.63 |
Price to Book | 2.86 | 3.70 |
Price to Sales | 1.91 | 2.36 |
Price to Cash Flow | 8.87 | 13.57 |
Dividend Yield | 1.92 | 1.61 |
5 Years Earnings Growth | 10.86 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.05 | 26.58 |
Financial Services | 15.86 | 14.22 |
Healthcare | 13.10 | 13.75 |
Consumer Cyclical | 12.48 | 10.29 |
Industrials | 10.72 | 10.15 |
Consumer Defensive | 6.90 | 6.51 |
Energy | 4.90 | 4.38 |
Real Estate | 3.95 | 2.38 |
Communication Services | 3.18 | 8.16 |
Utilities | 3.10 | 2.39 |
Basic Materials | 2.76 | 2.74 |
Number of long holdings: 3,383
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.36 | - | - | |
Apple Inc | - | 3.02 | - | - | |
Amazon.com Inc | - | 2.67 | - | - | |
Facebook Inc A | - | 1.55 | - | - | |
Berkshire Hathaway Inc B | - | 1.41 | - | - | |
JPMorgan Chase & Co | - | 1.27 | - | - | |
Johnson & Johnson | - | 1.26 | - | - | |
Alphabet Inc Class C | - | 1.23 | - | - | |
Alphabet Inc A | - | 1.20 | - | - | |
Exxon Mobil Corp | - | 1.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
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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