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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.90 | 0.90 | 0.00 |
Shares | 99.10 | 99.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.79 | 14.41 |
Price to Book | 1.70 | 1.96 |
Price to Sales | 0.80 | 1.15 |
Price to Cash Flow | 7.47 | 8.68 |
Dividend Yield | 2.50 | 2.29 |
5 Years Earnings Growth | 10.91 | 10.83 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.44 | 18.07 |
Industrials | 17.44 | 17.95 |
Technology | 16.16 | 10.31 |
Consumer Cyclical | 14.01 | 11.90 |
Healthcare | 10.94 | 9.19 |
Energy | 8.10 | 6.31 |
Basic Materials | 5.94 | 5.13 |
Consumer Defensive | 4.96 | 6.21 |
Utilities | 1.56 | 6.49 |
Communication Services | 1.50 | 3.05 |
Real Estate | 0.96 | 7.69 |
Number of long holdings: 252
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.04 | 59.91 | +0.13% | |
Sprouts Farmers | US85208M1027 | 1.82 | 73.68 | +2.33% | |
Seagate | IE00BKVD2N49 | 1.62 | 87.50 | +1.40% | |
PG E | US69331C1080 | 1.55 | 17.57 | +0.23% | |
Cigna | US1255231003 | 1.25 | 341.45 | -0.89% | |
Elevance Health | US0367521038 | 1.24 | 527.01 | +0.27% | |
UnitedHealth | US91324P1021 | 1.23 | 492.66 | -0.06% | |
Centene | US15135B1017 | 1.20 | 74.81 | +0.65% | |
Ovintiv | US69047Q1022 | 1.19 | 51.54 | +0.92% | |
Discover | US2547091080 | 1.15 | 125.06 | +0.44% |
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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