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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.27 | 1.36 | 0.09 |
Stocks | 98.69 | 98.69 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.55 | 14.51 |
Price to Book | 1.52 | 1.98 |
Price to Sales | 0.74 | 1.15 |
Price to Cash Flow | 7.44 | 8.76 |
Dividend Yield | 2.82 | 2.27 |
5 Years Earnings Growth | 10.31 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.70 | 10.28 |
Industrials | 16.42 | 17.95 |
Financial Services | 15.60 | 18.02 |
Consumer Cyclical | 15.06 | 11.89 |
Healthcare | 12.20 | 9.16 |
Energy | 9.39 | 6.38 |
Consumer Defensive | 6.42 | 6.26 |
Basic Materials | 4.46 | 5.17 |
Utilities | 1.71 | 6.47 |
Real Estate | 1.14 | 7.69 |
Communication Services | 0.91 | 3.03 |
Number of long holdings: 680
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.07 | 61.12 | +0.10% | |
Elevance Health | US0367521038 | 1.85 | 547.94 | +0.74% | |
Metro Inc. | CA59162N1096 | 1.56 | 74.71 | +0.42% | |
Seagate | IE00BKVD2N49 | 1.46 | 95.27 | -3.02% | |
UnitedHealth | US91324P1021 | 1.43 | 524.65 | +0.65% | |
TotalEnergies SE ADR | US89151E1091 | 1.39 | 73.19 | +1.44% | |
PG E | US69331C1080 | 1.37 | 18.60 | +0.81% | |
Next | GB0032089863 | 1.24 | 9,426.0 | +0.36% | |
Ovintiv | US69047Q1022 | 1.22 | 49.80 | +1.01% | |
Cigna | US1255231003 | 1.12 | 338.65 | -0.18% |
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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