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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.15 | 0.00 |
Stocks | 99.62 | 99.62 | 0.00 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.52 | 14.41 |
Price to Book | 1.71 | 1.96 |
Price to Sales | 0.83 | 1.15 |
Price to Cash Flow | 6.34 | 8.69 |
Dividend Yield | 2.09 | 2.29 |
5 Years Earnings Growth | 9.71 | 10.80 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.21 | 17.85 |
Financial Services | 16.29 | 17.77 |
Consumer Cyclical | 13.89 | 11.81 |
Energy | 9.83 | 6.39 |
Basic Materials | 9.73 | 5.24 |
Utilities | 8.54 | 6.63 |
Healthcare | 6.33 | 9.26 |
Technology | 6.25 | 10.42 |
Real Estate | 5.01 | 7.65 |
Consumer Defensive | 3.54 | 6.29 |
Communication Services | 2.38 | 3.00 |
Number of long holdings: 273
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Constellation Energy Corp | - | 1.60 | - | - | |
Antero Resources Corp | US03674X1063 | 1.13 | 32.63 | +0.03% | |
PG E | US69331C1080 | 1.04 | 17.46 | -0.11% | |
Global Payments | US37940X1028 | 1.00 | 96.70 | +1.98% | |
The AES | US00130H1059 | 0.92 | 17.57 | -7.96% | |
WestRock Co | US96145D1054 | 0.89 | 50.26 | +1.05% | |
Cenovus Energy Inc | CA15135U1093 | 0.87 | 26.89 | -0.15% | |
Expro Holdings NV | NL0010556684 | 0.86 | 22.920 | -1.29% | |
Apollo Global Management A | US03769M1062 | 0.86 | 118.07 | +0.06% | |
Flex | SG9999000020 | 0.85 | 29.49 | +0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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