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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.64 | 2.64 | 0.00 |
Stocks | 97.36 | 97.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.87 | 14.90 |
Price to Book | 2.37 | 1.83 |
Price to Sales | 1.12 | 1.16 |
Price to Cash Flow | 8.68 | 7.73 |
Dividend Yield | 1.07 | 1.67 |
5 Years Earnings Growth | 16.25 | 12.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.65 | 14.68 |
Industrials | 16.49 | 19.75 |
Healthcare | 14.59 | 11.34 |
Financial Services | 13.88 | 15.98 |
Consumer Cyclical | 12.21 | 12.58 |
Basic Materials | 8.66 | 5.39 |
Energy | 6.81 | 5.73 |
Real Estate | 4.06 | 6.41 |
Consumer Defensive | 3.91 | 4.35 |
Communication Services | 1.66 | 2.21 |
Utilities | 1.08 | 2.85 |
Number of long holdings: 132
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Patrick | US7033431039 | 2.02 | 114.60 | +0.87% | |
Eagle Materials | US26969P1084 | 1.96 | 232.19 | -0.57% | |
Constellium Nv | FR0013467479 | 1.71 | 21.68 | +0.63% | |
Fabrinet | KYG3323L1005 | 1.61 | 239.41 | -2.81% | |
Insight Enterprises | US45765U1034 | 1.61 | 195.50 | +0.16% | |
Murphy USA Inc | US6267551025 | 1.55 | 438.75 | +1.73% | |
EMCOR | US29084Q1004 | 1.51 | 388.57 | -1.77% | |
Primerica | US74164M1080 | 1.49 | 225.61 | +0.39% | |
The Ensign | US29358P1012 | 1.48 | 121.24 | +2.32% | |
Commercial Metals | US2017231034 | 1.46 | 56.30 | +1.73% |
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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