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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 63.590 | 63.590 | 0.000 |
Bonds | 36.750 | 37.430 | 0.680 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.170 | 0.300 | 0.130 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.061 | 18.170 |
Price to Book | 3.973 | 3.073 |
Price to Sales | 2.568 | 2.061 |
Price to Cash Flow | 15.545 | 11.914 |
Dividend Yield | 1.173 | 2.016 |
5 Years Earnings Growth | 13.143 | 11.271 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.930 | 22.912 |
Healthcare | 12.490 | 13.338 |
Financial Services | 12.340 | 14.975 |
Consumer Cyclical | 10.840 | 10.003 |
Communication Services | 9.080 | 7.261 |
Industrials | 8.570 | 10.860 |
Consumer Defensive | 5.870 | 6.272 |
Energy | 4.120 | 5.545 |
Basic Materials | 2.300 | 3.524 |
Real Estate | 2.230 | 3.509 |
Utilities | 2.230 | 3.104 |
Number of long holdings: 5,164
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.22 | - | - | |
NVIDIA Corp | - | 3.61 | - | - | |
Amazon.com Inc | - | 2.88 | - | - | |
Apple Inc | - | 2.88 | - | - | |
Meta Platforms Inc Class A | - | 1.91 | - | - | |
E-mini S&P 500 Future June 24 | - | 1.84 | - | - | |
Alphabet Inc Class A | - | 1.62 | - | - | |
United States Treasury Notes 4% | - | 1.41 | - | - | |
United States Treasury Notes 4.125% | - | 1.35 | - | - | |
Exxon Mobil Corp | - | 1.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 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 | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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