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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.69 | 2.69 | 0.00 |
Stocks | 97.27 | 97.27 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.95 | 19.65 |
Price to Book | 2.99 | 3.70 |
Price to Sales | 1.78 | 2.36 |
Price to Cash Flow | 13.24 | 13.57 |
Dividend Yield | 1.63 | 1.61 |
5 Years Earnings Growth | 13.26 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.65 | 26.48 |
Financial Services | 17.23 | 14.24 |
Industrials | 15.84 | 10.19 |
Healthcare | 12.82 | 13.69 |
Communication Services | 10.09 | 8.20 |
Energy | 9.68 | 4.46 |
Consumer Defensive | 4.87 | 6.53 |
Consumer Cyclical | 3.57 | 10.25 |
Basic Materials | 2.21 | 2.75 |
Real Estate | 1.09 | 2.35 |
Utilities | 0.95 | 2.44 |
Number of long holdings: 178
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.71 | - | - | |
GE Aerospace | - | 6.31 | - | - | |
Exxon Mobil Corp | - | 6.02 | - | - | |
Wells Fargo & Co | - | 5.85 | - | - | |
NVIDIA Corp | - | 3.09 | - | - | |
Bank of America | US0605051046 | 2.66 | 39.99 | +3.52% | |
Meta Platforms Inc Class A | - | 2.65 | - | - | |
Apple Inc | - | 2.38 | - | - | |
Boeing Co | - | 2.33 | - | - | |
Alphabet Inc Class A | - | 1.85 | - | - |
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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