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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 63.59 | 63.59 | 0.00 |
Bonds | 36.75 | 37.43 | 0.68 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.17 | 0.30 | 0.13 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.06 | 18.13 |
Price to Book | 3.97 | 3.07 |
Price to Sales | 2.57 | 2.06 |
Price to Cash Flow | 15.54 | 11.91 |
Dividend Yield | 1.17 | 2.02 |
5 Years Earnings Growth | 13.14 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.93 | 22.90 |
Healthcare | 12.49 | 13.34 |
Financial Services | 12.34 | 14.99 |
Consumer Cyclical | 10.84 | 10.05 |
Communication Services | 9.08 | 7.23 |
Industrials | 8.57 | 10.84 |
Consumer Defensive | 5.87 | 6.29 |
Energy | 4.12 | 5.52 |
Basic Materials | 2.30 | 3.51 |
Real Estate | 2.23 | 3.52 |
Utilities | 2.23 | 3.08 |
Number of long holdings: 5,164
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.22 | - | - | |
NVIDIA Corp | - | 3.61 | - | - | |
Amazon.com Inc | - | 2.88 | - | - | |
Apple Inc | - | 2.88 | - | - | |
Meta Platforms Inc Class A | - | 1.91 | - | - | |
E-mini S&P 500 Future June 24 | - | 1.84 | - | - | |
Alphabet Inc Class A | - | 1.62 | - | - | |
United States Treasury Notes 4% | - | 1.41 | - | - | |
United States Treasury Notes 4.125% | - | 1.35 | - | - | |
Exxon Mobil Corp | - | 1.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 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 | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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