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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.780 | 0.000 |
Shares | 99.220 | 99.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.023 | 19.604 |
Price to Book | 3.007 | 3.686 |
Price to Sales | 2.222 | 2.353 |
Price to Cash Flow | 12.962 | 13.519 |
Dividend Yield | 1.968 | 1.617 |
5 Years Earnings Growth | 11.371 | 11.599 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.730 | 26.449 |
Financial Services | 16.210 | 14.223 |
Healthcare | 15.330 | 13.693 |
Consumer Cyclical | 11.780 | 10.240 |
Industrials | 10.120 | 10.174 |
Consumer Defensive | 7.810 | 6.536 |
Energy | 5.460 | 4.480 |
Communication Services | 3.580 | 8.197 |
Utilities | 3.150 | 2.491 |
Basic Materials | 2.440 | 2.749 |
Real Estate | 2.380 | 2.336 |
Number of long holdings: 506
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.61 | - | - | |
Apple Inc | - | 3.47 | - | - | |
Amazon.com Inc | - | 2.94 | - | - | |
Berkshire Hathaway Inc B | - | 1.80 | - | - | |
Johnson & Johnson | - | 1.67 | - | - | |
JPMorgan Chase & Co | - | 1.58 | - | - | |
Facebook Inc A | - | 1.44 | - | - | |
Alphabet Inc Class C | - | 1.43 | - | - | |
Exxon Mobil Corp | - | 1.43 | - | - | |
Alphabet Inc A | - | 1.41 | - | - |
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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