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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.970 | 9.020 | 0.050 |
Shares | 91.030 | 91.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.243 | 21.813 |
Price to Book | 2.958 | 4.341 |
Price to Sales | 1.831 | 2.764 |
Price to Cash Flow | 10.657 | 13.843 |
Dividend Yield | 1.519 | 1.505 |
5 Years Earnings Growth | 8.682 | 10.208 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 37.530 | 17.574 |
Healthcare | 17.580 | 13.039 |
Consumer Defensive | 17.150 | 6.935 |
Technology | 11.900 | 26.118 |
Consumer Cyclical | 6.350 | 10.870 |
Utilities | 4.920 | 3.333 |
Industrials | 4.560 | 8.337 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 8.93 | 472.84 | +0.20% | |
JM Smucker | US8326964058 | 6.98 | 108.25 | +0.85% | |
CACI | US1271903049 | 5.32 | 460.93 | +0.08% | |
Campbell’s | US1344291091 | 5.06 | 32.33 | +1.28% | |
Progressive | US7433151039 | 4.62 | 241.09 | -0.39% | |
Aon | IE00BLP1HW54 | 4.20 | 353.46 | -0.63% | |
Marsh McLennan | US5717481023 | 3.88 | 197.78 | -0.71% | |
Visa A | US92826C8394 | 3.81 | 339.35 | -1.77% | |
HCA | US40412C1018 | 3.55 | 356.97 | +0.84% | |
UnitedHealth | US91324P1021 | 3.46 | 237.77 | -4.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators F USD | 11.51B | 4.16 | 32.76 | - | ||
Fidelity Greater Canada Sr A | 100.08M | 2.76 | 15.92 | 12.19 | ||
Fidelity Greater Canada Sr B | 1.95B | 2.87 | 16.18 | 12.42 | ||
Fidelity Greater Canada Sr F | 2.17B | 3.46 | 17.53 | 13.74 | ||
Fidelity Emerging Markets B | 91.57M | 9.10 | 12.45 | 6.92 |
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