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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.24 | 3.26 | 0.02 |
Shares | 96.76 | 96.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.52 | 15.20 |
Price to Book | 2.05 | 2.41 |
Price to Sales | 1.22 | 1.62 |
Price to Cash Flow | 8.73 | 10.08 |
Dividend Yield | 2.51 | 2.62 |
5 Years Earnings Growth | 8.89 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.74 | 20.49 |
Healthcare | 17.55 | 15.36 |
Consumer Defensive | 12.29 | 8.47 |
Utilities | 9.43 | 5.03 |
Industrials | 9.01 | 11.90 |
Energy | 8.24 | 8.35 |
Technology | 7.48 | 12.49 |
Communication Services | 5.50 | 5.50 |
Consumer Cyclical | 3.52 | 6.48 |
Basic Materials | 1.59 | 3.92 |
Real Estate | 0.65 | 3.61 |
Number of long holdings: 85
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 4.07 | 400.77 | +0.04% | |
Exxon Mobil | US30231G1022 | 4.01 | 116.02 | -0.19% | |
JPMorgan | US46625H1005 | 3.66 | 190.53 | -0.59% | |
Comcast | US20030N1019 | 2.97 | 38.67 | +0.82% | |
Cigna | US1255231003 | 2.87 | 341.45 | -0.89% | |
Chubb | CH0044328745 | 2.86 | 248.51 | -0.70% | |
Travelers | US89417E1091 | 2.67 | 213.89 | -0.22% | |
Centene | US15135B1017 | 2.43 | 74.81 | +0.65% | |
Bank of America | US0605051046 | 2.38 | 37.24 | +0.98% | |
Walt Disney | US2546871060 | 2.35 | 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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