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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.58 | 2.58 | 0.00 |
Shares | 97.43 | 97.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.13 | 15.95 |
Price to Book | 2.22 | 2.49 |
Price to Sales | 1.49 | 1.71 |
Price to Cash Flow | 9.35 | 10.45 |
Dividend Yield | 2.21 | 2.51 |
5 Years Earnings Growth | 9.02 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.91 | 21.39 |
Industrials | 13.56 | 11.89 |
Healthcare | 12.68 | 14.89 |
Technology | 10.40 | 12.99 |
Consumer Cyclical | 9.31 | 6.95 |
Consumer Defensive | 7.91 | 8.36 |
Energy | 6.75 | 7.44 |
Utilities | 5.25 | 5.27 |
Real Estate | 4.75 | 3.41 |
Communication Services | 4.44 | 5.68 |
Basic Materials | 2.04 | 3.40 |
Number of long holdings: 169
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 2.35 | 45.66 | -3.41% | |
Exxon Mobil | US30231G1022 | 2.27 | 109.64 | -1.79% | |
Boeing | US0970231058 | 2.27 | 221.90 | +0.03% | |
Norfolk Southern | US6558441084 | 2.04 | 274.85 | -1.13% | |
Westinghouse Air Brake | US9297401088 | 2.02 | 186.89 | -2.69% | |
Wells Fargo&Co | US9497461015 | 2.00 | 77.78 | -3.53% | |
iShares Russell 1000 Value | US4642875987 | 1.76 | 192.76 | -1.36% | |
Chubb | CH0044328745 | 1.73 | 267.40 | +0.51% | |
Allison Transmission | US01973R1014 | 1.68 | 87.69 | -2.64% | |
JPMorgan | US46625H1005 | 1.67 | 289.37 | -2.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 4.18 | 29.97 | 17.91 |
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