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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 1.88 | 1.16 |
Stocks | 98.86 | 98.86 | 0.00 |
Other | 0.42 | 0.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.00 | 15.63 |
Price to Book | 1.62 | 1.82 |
Price to Sales | 1.54 | 1.66 |
Price to Cash Flow | 9.53 | 9.30 |
Dividend Yield | 2.17 | 2.60 |
5 Years Earnings Growth | 14.52 | 11.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.64 | 20.97 |
Consumer Cyclical | 17.18 | 14.88 |
Financial Services | 12.39 | 19.68 |
Industrials | 10.56 | 12.36 |
Communication Services | 8.13 | 7.08 |
Healthcare | 5.84 | 5.87 |
Real Estate | 3.54 | 4.64 |
Consumer Defensive | 3.40 | 5.42 |
Basic Materials | 3.18 | 6.06 |
Energy | 2.63 | 2.03 |
Utilities | 2.52 | 2.26 |
Number of long holdings: 101
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 9.75 | 879.00 | -1.68% | |
Samsung Electronics Co Pref | KR7005931001 | 5.14 | 62,800 | +0.32% | |
Tencent Holdings | KYG875721634 | 4.24 | 374.80 | -1.78% | |
Sony | JP3435000009 | 2.60 | 13,425.0 | -1.10% | |
Orix T | JP3200450009 | 2.59 | 3,440.0 | -0.06% | |
AIA Group | HK0000069689 | 2.50 | 58.35 | -1.19% | |
Shin-Etsu Chemical | JP3371200001 | 2.43 | 6,111.0 | +0.84% | |
Denso Corp. | JP3551500006 | 2.36 | 2,474.0 | -0.36% | |
Hitachi | JP3788600009 | 2.26 | 16,350.0 | +0.25% | |
Sea | US81141R1005 | 2.26 | 72.47 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 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 | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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