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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.04 | 1.09 | 0.05 |
Shares | 98.97 | 98.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.61 | 15.14 |
Price to Book | 3.08 | 2.39 |
Price to Sales | 1.84 | 1.61 |
Price to Cash Flow | 11.62 | 10.07 |
Dividend Yield | 2.09 | 2.64 |
5 Years Earnings Growth | 13.12 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.56 | 12.39 |
Financial Services | 14.55 | 20.54 |
Industrials | 13.32 | 11.90 |
Energy | 11.04 | 8.57 |
Healthcare | 10.09 | 15.21 |
Utilities | 5.76 | 5.08 |
Communication Services | 4.80 | 5.44 |
Consumer Cyclical | 4.05 | 6.43 |
Consumer Defensive | 3.72 | 8.53 |
Basic Materials | 2.91 | 3.91 |
Real Estate | 1.18 | 3.56 |
Number of long holdings: 132
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.94 | 450.95 | +0.73% | |
NVIDIA | US67066G1040 | 6.14 | 126.09 | +6.76% | |
Meta Platforms | US30303M1027 | 3.45 | 510.58 | +2.34% | |
Exxon Mobil | US30231G1022 | 2.81 | 114.37 | +0.28% | |
Broadcom | US11135F1012 | 2.36 | 1,580.78 | -0.72% | |
UnitedHealth | US91324P1021 | 1.87 | 484.50 | -1.12% | |
Cigna | US1255231003 | 1.86 | 338.80 | -1.26% | |
Allison Transmission | US01973R1014 | 1.78 | 75.29 | -0.15% | |
Visa A | US92826C8394 | 1.74 | 273.64 | -0.96% | |
Boeing | US0970231058 | 1.69 | 175.10 | -2.23% |
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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