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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.83 | 0.06 |
Stocks | 98.30 | 98.30 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Preferred | 0.15 | 0.15 | 0.00 |
Other | 0.75 | 0.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.90 | 23.93 |
Price to Book | 3.38 | 4.52 |
Price to Sales | 2.36 | 3.29 |
Price to Cash Flow | 13.93 | 15.86 |
Dividend Yield | 1.49 | 1.24 |
5 Years Earnings Growth | 9.65 | 12.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.25 | 26.71 |
Healthcare | 25.29 | 16.43 |
Industrials | 18.03 | 11.86 |
Financial Services | 12.52 | 13.50 |
Consumer Cyclical | 7.04 | 12.47 |
Utilities | 6.66 | 2.34 |
Communication Services | 1.71 | 7.94 |
Basic Materials | 1.50 | 4.29 |
Number of long holdings: 394
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.05 | - | - | |
Taiwan Semicon | TW0002330008 | 3.61 | 838.00 | -2.22% | |
Boston Scientific Corp | - | 3.50 | - | - | |
NextEra Energy Inc | - | 3.25 | - | - | |
SSE | GB0007908733 | 3.20 | 1,755.00 | +2.27% | |
UnitedHealth Group Inc | - | 3.15 | - | - | |
RenaissanceRe Holdings Ltd | - | 2.97 | - | - | |
ICON PLC | IE0005711209 | 2.84 | 324.82 | +0.59% | |
HCA Healthcare Inc | - | 2.75 | - | - | |
Salesforce Inc | - | 2.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.65M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.31B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.6M | 8.96 | 11.83 | 15.30 | ||
Fidelity Index US Fund P Accumulati | 3.66B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 112.16M | 4.83 | 9.63 | 10.44 |
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