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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 18.52 | 20.77 | 2.25 |
Shares | 28.91 | 29.02 | 0.11 |
Bonds | 52.29 | 53.19 | 0.90 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.25 | 0.43 | 0.18 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.61 | 18.40 |
Price to Book | 2.95 | 2.79 |
Price to Sales | 2.18 | 2.05 |
Price to Cash Flow | 12.95 | 11.39 |
Dividend Yield | 1.69 | 2.19 |
5 Years Earnings Growth | 12.14 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.23 | 21.53 |
Financial Services | 14.86 | 14.31 |
Healthcare | 11.49 | 12.37 |
Industrials | 11.32 | 10.95 |
Consumer Cyclical | 11.11 | 9.84 |
Communication Services | 6.98 | 7.25 |
Consumer Defensive | 5.63 | 7.51 |
Energy | 4.42 | 5.54 |
Basic Materials | 4.12 | 3.52 |
Real Estate | 3.84 | 6.20 |
Utilities | 2.00 | 3.16 |
Number of long holdings: 7,404
Number of short holdings: 39
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4% | - | 1.84 | - | - | |
United States Treasury Notes 4.125% | - | 1.77 | - | - | |
Microsoft Corp | - | 1.36 | - | - | |
United States Treasury Notes 1.25% | - | 1.28 | - | - | |
United States Treasury Notes 4% | - | 1.17 | - | - | |
United States Treasury Notes 2.75% | - | 0.95 | - | - | |
Apple Inc | - | 0.83 | - | - | |
United States Treasury Notes 1.5% | - | 0.82 | - | - | |
United States Treasury Notes 2.875% | - | 0.81 | - | - | |
Amazon.com Inc | - | 0.72 | - | - |
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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