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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.830 | 104.310 | 95.480 |
Shares | 91.170 | 91.170 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.243 | 22.116 |
Price to Book | 2.958 | 4.390 |
Price to Sales | 1.831 | 2.804 |
Price to Cash Flow | 10.657 | 14.005 |
Dividend Yield | 1.519 | 1.489 |
5 Years Earnings Growth | 8.681 | 10.405 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 37.530 | 17.545 |
Healthcare | 17.580 | 12.725 |
Consumer Defensive | 17.150 | 6.757 |
Technology | 11.900 | 26.744 |
Consumer Cyclical | 6.350 | 10.832 |
Utilities | 4.920 | 3.303 |
Industrials | 4.560 | 8.500 |
Number of long holdings: 41
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 8.95 | 502.98 | +0.62% | |
JM Smucker | US8326964058 | 6.99 | 110.51 | +3.55% | |
CACI | US1271903049 | 5.33 | 479.72 | +0.00% | |
Campbell’s | US1344291091 | 5.07 | 31.93 | +0.92% | |
Progressive | US7433151039 | 4.62 | 247.06 | +0.39% | |
Aon | IE00BLP1HW54 | 4.21 | 367.00 | +0.13% | |
Marsh McLennan | US5717481023 | 3.89 | 205.81 | -0.31% | |
Visa A | US92826C8394 | 3.82 | 351.78 | +0.55% | |
HCA | US40412C1018 | 3.56 | 403.96 | -0.82% | |
UnitedHealth | US91324P1021 | 3.47 | 309.87 | +2.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators Class F | 20.04B | 13.27 | 33.84 | - | ||
Fidelity Canadian Growth Comp Sr A | 13.41B | 13.67 | 22.67 | 13.29 | ||
Fidelity Canadian Growth Comp Sr F | 13.41B | 14.57 | 24.36 | 14.84 | ||
Fidelity Canadian Growth Comp Sr B | 13.41B | 13.82 | 22.95 | 13.53 | ||
Fidelity Canadian Large Cap Sr F | 10.84B | 13.10 | 14.40 | 10.67 |
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