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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.880 | 0.880 | 0.000 |
Stocks | 99.120 | 99.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.247 | 17.285 |
Price to Book | 2.746 | 2.404 |
Price to Sales | 1.569 | 1.512 |
Price to Cash Flow | 12.975 | 10.587 |
Dividend Yield | 1.201 | 1.517 |
5 Years Earnings Growth | 13.190 | 11.774 |
Name | Net % | Category Average |
---|---|---|
Industrials | 24.360 | 19.754 |
Financial Services | 13.580 | 15.150 |
Technology | 13.150 | 15.511 |
Consumer Cyclical | 12.830 | 13.606 |
Healthcare | 9.690 | 9.884 |
Real Estate | 6.800 | 7.222 |
Consumer Defensive | 5.010 | 4.464 |
Basic Materials | 4.550 | 5.403 |
Energy | 4.350 | 5.202 |
Utilities | 3.350 | 3.789 |
Communication Services | 2.340 | 2.997 |
Number of long holdings: 192
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Williams-Sonoma Inc | - | 1.73 | - | - | |
ITT Inc | - | 1.68 | - | - | |
nVent Electric | IE00BDVJJQ56 | 1.32 | 84.10 | +2.98% | |
US Foods Holding Corp | - | 1.28 | - | - | |
Performance Food Group Co | - | 1.26 | - | - | |
Reinsurance Group of America Inc | - | 1.24 | - | - | |
Autoliv Inc | - | 1.17 | - | - | |
Primerica Inc | - | 1.13 | - | - | |
AptarGroup Inc | - | 1.09 | - | - | |
Vertiv Holdings Co Class A | - | 1.09 | - | - |
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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