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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.26 | 2.26 | 0.00 |
Stocks | 97.74 | 97.74 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.03 | 15.35 |
Price to Book | 2.13 | 2.42 |
Price to Sales | 1.29 | 1.63 |
Price to Cash Flow | 9.25 | 10.17 |
Dividend Yield | 2.45 | 2.60 |
5 Years Earnings Growth | 9.37 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.13 | 20.55 |
Healthcare | 17.55 | 15.26 |
Consumer Defensive | 11.96 | 8.43 |
Industrials | 9.72 | 11.94 |
Energy | 8.62 | 8.46 |
Utilities | 8.04 | 5.00 |
Technology | 7.46 | 12.47 |
Communication Services | 5.60 | 5.48 |
Consumer Cyclical | 3.42 | 6.48 |
Basic Materials | 1.91 | 3.93 |
Real Estate | 0.59 | 3.60 |
Number of long holdings: 86
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 4.33 | - | - | |
Berkshire Hathaway Inc Class B | - | 4.06 | - | - | |
JPMorgan Chase & Co | - | 3.82 | - | - | |
The Cigna Group | - | 3.01 | - | - | |
Comcast Corp Class A | - | 2.91 | - | - | |
Chubb | CH0044328745 | 2.86 | 274.43 | +3.60% | |
The Travelers Companies Inc | - | 2.70 | - | - | |
Bank of America | US0605051046 | 2.59 | 39.31 | +0.23% | |
The Walt Disney Co | - | 2.56 | - | - | |
Centene Corp | - | 2.36 | - | - |
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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