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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.47 | 1.47 | 0.00 |
Shares | 69.71 | 69.71 | 0.00 |
Bonds | 2.13 | 2.13 | 0.00 |
Convertible | 13.05 | 13.05 | 0.00 |
Preferred | 13.64 | 13.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.39 | 17.81 |
Price to Book | 2.89 | 2.83 |
Price to Sales | 2.39 | 1.98 |
Price to Cash Flow | 11.82 | 11.14 |
Dividend Yield | 2.83 | 1.98 |
5 Years Earnings Growth | 7.54 | 11.08 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 21.80 | 4.23 |
Consumer Defensive | 11.31 | 6.78 |
Industrials | 10.08 | 11.26 |
Healthcare | 9.65 | 12.04 |
Technology | 9.30 | 21.57 |
Financial Services | 9.24 | 15.54 |
Energy | 8.71 | 5.41 |
Consumer Cyclical | 7.80 | 10.24 |
Utilities | 6.08 | 3.16 |
Communication Services | 4.23 | 7.69 |
Basic Materials | 1.78 | 3.60 |
Number of long holdings: 655
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.99 | 108.34 | -3.04% | |
P&G | US7427181091 | 2.60 | 160.36 | -0.42% | |
Coca-Cola | US1912161007 | 2.10 | 70.21 | +0.67% | |
AbbVie | US00287Y1091 | 1.66 | 185.55 | +0.97% | |
Prologis | US74340W1036 | 1.56 | 108.13 | +0.93% | |
Cisco | US17275R1023 | 1.53 | 67.89 | +0.76% | |
McDonald’s | US5801351017 | 1.41 | 291.47 | +0.67% | |
Equinix | US29444U7000 | 1.41 | 906.50 | +1.86% | |
J&J | US4781601046 | 1.33 | 152.19 | +0.57% | |
Ventas | US92276F1003 | 1.21 | 63.35 | -0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
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