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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.05 | 0.73 | 0.68 |
Shares | 99.95 | 99.95 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.81 | 19.60 |
Price to Book | 4.69 | 3.69 |
Price to Sales | 3.17 | 2.35 |
Price to Cash Flow | 14.73 | 13.54 |
Dividend Yield | 2.07 | 1.61 |
5 Years Earnings Growth | 9.67 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.81 | 26.59 |
Healthcare | 14.42 | 13.75 |
Financial Services | 11.64 | 14.21 |
Consumer Cyclical | 9.28 | 10.30 |
Industrials | 9.06 | 10.15 |
Consumer Defensive | 7.66 | 6.51 |
Communication Services | 6.09 | 8.16 |
Real Estate | 4.57 | 2.38 |
Utilities | 3.95 | 2.39 |
Basic Materials | 3.72 | 2.74 |
Energy | 1.82 | 4.38 |
Number of long holdings: 184
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.59 | 396.81 | -1.35% | |
Apple | US0378331005 | 3.77 | 173.87 | +0.21% | |
Eli Lilly | US5324571083 | 3.52 | 774.20 | +5.02% | |
Visa A | US92826C8394 | 2.96 | 269.87 | -0.72% | |
Home Depot | US4370761029 | 2.89 | 334.09 | -0.80% | |
J&J | US4781601046 | 2.83 | 145.54 | -0.87% | |
Procter&Gamble | US7427181091 | 2.76 | 162.20 | +0.34% | |
UnitedHealth | US91324P1021 | 2.69 | 483.11 | -1.21% | |
Merck&Co | US58933Y1055 | 2.66 | 129.99 | -0.10% | |
Linde PLC | IE000S9YS762 | 2.33 | 413.000 | -0.39% |
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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