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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.46 | 1.46 | 0.00 |
Stocks | 98.54 | 98.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.62 | 15.16 |
Price to Book | 2.22 | 2.40 |
Price to Sales | 1.27 | 1.61 |
Price to Cash Flow | 9.02 | 10.05 |
Dividend Yield | 2.31 | 2.63 |
5 Years Earnings Growth | 9.29 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.40 | 20.48 |
Healthcare | 14.02 | 15.36 |
Industrials | 13.85 | 11.91 |
Technology | 11.49 | 12.51 |
Energy | 7.78 | 8.33 |
Consumer Defensive | 7.77 | 8.47 |
Consumer Cyclical | 6.68 | 6.47 |
Communication Services | 4.82 | 5.51 |
Real Estate | 4.76 | 3.62 |
Utilities | 4.76 | 5.04 |
Basic Materials | 3.68 | 3.91 |
Number of long holdings: 143
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.54 | 193.56 | +0.03% | |
Exxon Mobil | US30231G1022 | 2.93 | 119.58 | +1.37% | |
Wells Fargo&Co | US9497461015 | 2.03 | 60.10 | +0.32% | |
J&J | US4781601046 | 2.01 | 146.40 | +0.18% | |
Cisco | US17275R1023 | 1.94 | 47.92 | +0.13% | |
General Electric | US3696043013 | 1.91 | 164.43 | +1.28% | |
Procter&Gamble | US7427181091 | 1.74 | 160.74 | -0.34% | |
Hartford | US4165151048 | 1.52 | 96.70 | +1.47% | |
Merck&Co | US58933Y1055 | 1.52 | 130.34 | -0.65% | |
Bank of NY Mellon | US0640581007 | 1.33 | 57.50 | +0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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