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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.35 | 3.35 | 0.00 |
Shares | 96.65 | 96.68 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.49 | 15.20 |
Price to Book | 2.10 | 2.41 |
Price to Sales | 1.45 | 1.62 |
Price to Cash Flow | 8.74 | 10.08 |
Dividend Yield | 3.30 | 2.62 |
5 Years Earnings Growth | 7.81 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.52 | 20.49 |
Healthcare | 16.30 | 15.36 |
Technology | 11.29 | 12.49 |
Consumer Defensive | 9.81 | 8.47 |
Utilities | 9.57 | 5.03 |
Consumer Cyclical | 8.73 | 6.48 |
Energy | 8.41 | 8.35 |
Industrials | 6.40 | 11.90 |
Communication Services | 5.37 | 5.50 |
Real Estate | 4.09 | 3.61 |
Basic Materials | 1.52 | 3.92 |
Number of long holdings: 101
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.68 | 116.22 | -0.45% | |
Wells Fargo&Co | US9497461015 | 2.60 | 60.24 | +0.08% | |
J&J | US4781601046 | 2.57 | 148.68 | +0.07% | |
Merck&Co | US58933Y1055 | 2.56 | 130.37 | +2.19% | |
Comcast | US20030N1019 | 2.28 | 38.49 | 0.00% | |
Cisco | US17275R1023 | 2.00 | 47.28 | +0.36% | |
Verizon | US92343V1044 | 1.96 | 39.30 | -0.08% | |
U.S. Bancorp | US9029733048 | 1.91 | 41.57 | -0.60% | |
M&T Bank | US55261F1049 | 1.89 | 148.37 | -0.58% | |
Chubb | CH0044328745 | 1.78 | 251.89 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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