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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.03 | 0.25 | 0.22 |
Shares | 99.98 | 99.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.90 | 15.20 |
Price to Book | 2.18 | 2.41 |
Price to Sales | 1.62 | 1.62 |
Price to Cash Flow | 10.08 | 10.08 |
Dividend Yield | 2.39 | 2.62 |
5 Years Earnings Growth | 9.38 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.38 | 20.49 |
Healthcare | 14.63 | 15.36 |
Industrials | 13.98 | 11.90 |
Technology | 10.87 | 12.49 |
Energy | 7.69 | 8.35 |
Consumer Defensive | 7.67 | 8.47 |
Consumer Cyclical | 5.47 | 6.48 |
Real Estate | 4.80 | 3.61 |
Communication Services | 4.79 | 5.50 |
Utilities | 4.54 | 5.03 |
Basic Materials | 4.18 | 3.92 |
Number of long holdings: 852
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.57 | 400.77 | +0.04% | |
JPMorgan | US46625H1005 | 2.56 | 190.53 | -0.59% | |
Exxon Mobil | US30231G1022 | 2.02 | 116.02 | -0.19% | |
J&J | US4781601046 | 1.85 | 149.26 | -0.44% | |
Procter&Gamble | US7427181091 | 1.45 | 164.47 | +0.38% | |
Merck&Co | US58933Y1055 | 1.26 | 127.52 | -0.58% | |
Chevron | US1667641005 | 1.25 | 160.25 | -0.30% | |
Walmart | US9311421039 | 1.20 | 59.83 | +0.20% | |
Bank of America | US0605051046 | 1.13 | 37.24 | +0.98% | |
Walt Disney | US2546871060 | 0.97 | 113.68 | +0.94% |
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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