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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.58 | 4.58 | 0.00 |
Shares | 65.62 | 65.62 | 0.00 |
Bonds | 2.46 | 2.46 | 0.00 |
Convertible | 8.62 | 8.62 | 0.00 |
Preferred | 18.72 | 18.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.26 | 17.36 |
Price to Book | 2.77 | 2.66 |
Price to Sales | 2.28 | 1.80 |
Price to Cash Flow | 12.34 | 10.87 |
Dividend Yield | 2.94 | 2.11 |
5 Years Earnings Growth | 9.61 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 22.98 | 4.35 |
Industrials | 11.96 | 11.77 |
Consumer Defensive | 11.57 | 6.78 |
Financial Services | 10.36 | 15.27 |
Technology | 9.88 | 20.48 |
Healthcare | 8.90 | 12.59 |
Energy | 8.17 | 5.78 |
Consumer Cyclical | 5.91 | 10.04 |
Communication Services | 4.33 | 7.12 |
Utilities | 4.12 | 2.93 |
Basic Materials | 1.82 | 3.98 |
Number of long holdings: 586
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 2.73 | - | - | |
Procter & Gamble Co | - | 2.35 | - | - | |
Prologis Inc | - | 2.17 | - | - | |
Coca-Cola Co | - | 1.71 | - | - | |
Eaton | IE00B8KQN827 | 1.67 | 319.02 | -2.84% | |
Johnson & Johnson | - | 1.64 | - | - | |
McDonald's Corp | - | 1.47 | - | - | |
Cisco Systems Inc | - | 1.40 | - | - | |
Equinix Inc | - | 1.39 | - | - | |
United States Treasury Bonds 3.875% | - | 1.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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