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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.85 | 1.85 | 0.00 |
Stocks | 98.15 | 98.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.58 | 15.25 |
Price to Book | 2.04 | 2.41 |
Price to Sales | 1.19 | 1.62 |
Price to Cash Flow | 8.64 | 10.08 |
Dividend Yield | 2.59 | 2.63 |
5 Years Earnings Growth | 9.12 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.87 | 20.53 |
Healthcare | 17.71 | 15.23 |
Industrials | 10.59 | 11.93 |
Consumer Defensive | 10.17 | 8.49 |
Energy | 9.87 | 8.57 |
Technology | 7.58 | 12.41 |
Utilities | 6.40 | 5.04 |
Communication Services | 5.19 | 5.44 |
Consumer Cyclical | 4.93 | 6.45 |
Basic Materials | 1.66 | 3.92 |
Real Estate | 1.02 | 3.57 |
Number of long holdings: 94
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.60 | 110.04 | -0.80% | |
JPMorgan | US46625H1005 | 3.81 | 193.66 | +1.11% | |
Cigna | US1255231003 | 3.08 | 334.15 | -0.57% | |
Berkshire Hathaway B | US0846707026 | 2.88 | 405.92 | -0.70% | |
Chubb | CH0044328745 | 2.86 | 263.21 | +0.06% | |
Bank of America | US0605051046 | 2.73 | 39.26 | -0.38% | |
Comcast | US20030N1019 | 2.67 | 37.58 | -0.66% | |
Travelers | US89417E1091 | 2.60 | 207.07 | -0.09% | |
Walt Disney | US2546871060 | 2.42 | 100.09 | -0.70% | |
Wells Fargo&Co | US9497461015 | 2.35 | 57.27 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
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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