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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.32 | 0.00 |
Stocks | 99.68 | 99.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.75 | 20.54 |
Price to Book | 4.92 | 3.86 |
Price to Sales | 2.11 | 1.60 |
Price to Cash Flow | 12.31 | 11.28 |
Dividend Yield | 1.13 | 1.14 |
5 Years Earnings Growth | 12.36 | 11.18 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 93.35 | 80.73 |
Consumer Defensive | 3.37 | 6.85 |
Industrials | 1.83 | 3.68 |
Communication Services | 1.20 | 21.71 |
Technology | 0.24 | 0.54 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McDonald’s | US5801351017 | 15.11 | 253.83 | -0.93% | |
Booking | US09857L1089 | 11.38 | 3,788.72 | -0.64% | |
Hilton Worldwide | US43300A2033 | 8.35 | 204.82 | +1.31% | |
Starbucks | US8552441094 | 7.86 | 81.60 | +0.21% | |
Chipotle Mexican Grill | US1696561059 | 5.88 | 3,124.71 | -1.40% | |
Yum! Brands | US9884981013 | 5.86 | 137.81 | -1.54% | |
Airbnb | US0090661010 | 5.02 | 148.07 | +0.96% | |
Marriott Int | US5719032022 | 4.20 | 232.76 | +0.72% | |
Royal Caribbean Cruises | LR0008862868 | 3.72 | 155.51 | +0.61% | |
Churchill Downs | US1714841087 | 2.62 | 134.51 | +0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
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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