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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.56 | 3.56 | 0.00 |
Shares | 65.50 | 65.50 | 0.00 |
Bonds | 2.35 | 2.35 | 0.00 |
Convertible | 9.69 | 9.69 | 0.00 |
Preferred | 18.90 | 18.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.90 | 17.31 |
Price to Book | 2.66 | 2.66 |
Price to Sales | 2.04 | 1.79 |
Price to Cash Flow | 11.27 | 10.83 |
Dividend Yield | 3.13 | 2.11 |
5 Years Earnings Growth | 8.22 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 22.53 | 4.40 |
Consumer Defensive | 12.24 | 6.76 |
Healthcare | 11.71 | 12.75 |
Industrials | 10.52 | 11.68 |
Technology | 10.01 | 20.54 |
Financial Services | 9.98 | 15.22 |
Energy | 7.59 | 5.64 |
Consumer Cyclical | 6.00 | 10.05 |
Communication Services | 4.26 | 7.06 |
Utilities | 3.62 | 2.96 |
Basic Materials | 1.53 | 3.98 |
Number of long holdings: 545
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.55 | 116.24 | +0.18% | |
Procter&Gamble | US7427181091 | 2.40 | 163.84 | +0.27% | |
Prologis | US74340W1036 | 2.12 | 104.53 | +2.60% | |
Merck&Co | US58933Y1055 | 1.91 | 128.26 | -0.42% | |
Coca-Cola | US1912161007 | 1.75 | 61.99 | +0.10% | |
J&J | US4781601046 | 1.74 | 149.92 | -0.83% | |
McDonald’s | US5801351017 | 1.61 | 273.28 | -0.42% | |
Cisco | US17275R1023 | 1.48 | 46.79 | -0.11% | |
Equinix | US29444U7000 | 1.39 | 698.70 | +0.48% | |
Eaton | IE00B8KQN827 | 1.39 | 315.27 | +1.04% |
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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