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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.88 | 2.88 | 0.00 |
Shares | 97.12 | 97.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.41 | 16.08 |
Price to Book | 2.00 | 2.50 |
Price to Sales | 1.12 | 1.72 |
Price to Cash Flow | 7.96 | 10.49 |
Dividend Yield | 3.30 | 2.49 |
5 Years Earnings Growth | 7.78 | 9.31 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.16 | 21.45 |
Healthcare | 15.74 | 14.67 |
Technology | 12.27 | 13.21 |
Consumer Defensive | 9.75 | 8.21 |
Energy | 8.63 | 7.39 |
Consumer Cyclical | 7.92 | 7.07 |
Industrials | 7.36 | 11.92 |
Utilities | 6.77 | 5.20 |
Communication Services | 6.76 | 5.85 |
Real Estate | 4.07 | 3.38 |
Basic Materials | 0.57 | 3.38 |
Number of long holdings: 117
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.13 | 72.49 | +0.55% | |
Comcast | US20030N1019 | 2.54 | 33.60 | +0.93% | |
U.S. Bancorp | US9029733048 | 2.50 | 46.17 | -0.52% | |
UnitedHealth | US91324P1021 | 2.48 | 303.35 | +1.17% | |
Cigna | US1255231003 | 2.27 | 300.94 | -1.19% | |
Cisco | US17275R1023 | 2.18 | 67.02 | -0.13% | |
Wells Fargo&Co | US9497461015 | 2.17 | 77.83 | -0.42% | |
Exxon Mobil | US30231G1022 | 2.13 | 109.23 | +0.64% | |
GSK plc DRC | US37733W2044 | 2.07 | 40.08 | +0.03% | |
Chubb | CH0044328745 | 2.02 | 278.82 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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