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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.65 | 0.65 | 0.00 |
Shares | 96.61 | 96.61 | 0.00 |
Other | 2.74 | 2.74 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.35 | 17.29 |
Price to Book | 2.34 | 2.40 |
Price to Sales | 1.28 | 1.51 |
Price to Cash Flow | 9.17 | 10.59 |
Dividend Yield | 1.56 | 1.52 |
5 Years Earnings Growth | 12.70 | 11.77 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.86 | 19.75 |
Consumer Cyclical | 15.44 | 13.61 |
Financial Services | 15.24 | 15.15 |
Technology | 12.76 | 15.51 |
Healthcare | 8.04 | 9.88 |
Energy | 6.54 | 5.20 |
Utilities | 5.16 | 3.79 |
Basic Materials | 4.94 | 5.40 |
Real Estate | 4.44 | 7.22 |
Consumer Defensive | 4.26 | 4.46 |
Communication Services | 2.32 | 3.00 |
Number of long holdings: 166
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Space Exploration Tech Corp Pp | - | 1.74 | - | - | |
Imperial Oil Ltd | - | 1.48 | - | - | |
Molina Healthcare Inc | - | 1.45 | - | - | |
Arch Capital Group Ltd | - | 1.42 | - | - | |
Regal Rexnord Corp | - | 1.38 | - | - | |
American Financial Group Inc | - | 1.36 | - | - | |
PVH Corp | - | 1.35 | - | - | |
Vistra Corp | - | 1.33 | - | - | |
AECOM | - | 1.31 | - | - | |
Performance Food Group Co | - | 1.28 | - | - |
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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