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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.47 | 1.47 | 0.00 |
Shares | 98.49 | 98.49 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.00 | 15.31 |
Price to Book | 2.14 | 2.42 |
Price to Sales | 1.28 | 1.63 |
Price to Cash Flow | 9.24 | 10.15 |
Dividend Yield | 2.45 | 2.61 |
5 Years Earnings Growth | 9.40 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.65 | 20.55 |
Healthcare | 17.41 | 15.26 |
Consumer Defensive | 12.43 | 8.45 |
Industrials | 9.68 | 11.91 |
Energy | 8.79 | 8.49 |
Utilities | 8.13 | 5.02 |
Technology | 7.59 | 12.44 |
Communication Services | 5.59 | 5.48 |
Consumer Cyclical | 3.28 | 6.48 |
Basic Materials | 1.85 | 3.94 |
Real Estate | 0.59 | 3.58 |
Number of long holdings: 88
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 4.51 | - | - | |
Berkshire Hathaway Inc Class B | - | 3.79 | - | - | |
JPMorgan Chase & Co | - | 3.67 | - | - | |
The Cigna Group | - | 2.95 | - | - | |
Comcast Corp Class A | - | 2.93 | - | - | |
Chubb | CH0044328745 | 2.80 | 264.24 | -0.20% | |
The Travelers Companies Inc | - | 2.73 | - | - | |
The Walt Disney Co | - | 2.58 | - | - | |
Bank of America | US0605051046 | 2.56 | 39.66 | -0.09% | |
Centene Corp | - | 2.45 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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