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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 2.40 | 2.17 |
Stocks | 74.60 | 74.65 | 0.05 |
Bonds | 24.37 | 24.74 | 0.37 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.77 | 0.85 | 0.08 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.31 | 17.36 |
Price to Book | 2.90 | 2.66 |
Price to Sales | 2.14 | 1.80 |
Price to Cash Flow | 12.85 | 10.85 |
Dividend Yield | 1.70 | 2.11 |
5 Years Earnings Growth | 11.98 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.90 | 20.48 |
Financial Services | 15.31 | 15.26 |
Industrials | 11.82 | 11.76 |
Healthcare | 11.63 | 12.63 |
Consumer Cyclical | 11.25 | 10.04 |
Communication Services | 6.84 | 7.11 |
Consumer Defensive | 5.75 | 6.72 |
Energy | 4.39 | 5.75 |
Basic Materials | 4.38 | 3.98 |
Real Estate | 2.75 | 4.36 |
Utilities | 1.98 | 2.93 |
Number of long holdings: 7,860
Number of short holdings: 38
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.36 | - | - | |
Apple Inc | - | 2.00 | - | - | |
Amazon.com Inc | - | 1.78 | - | - | |
Alphabet Inc Class A | - | 1.62 | - | - | |
NVIDIA Corp | - | 1.44 | - | - | |
Meta Platforms Inc Class A | - | 1.18 | - | - | |
MSCI EAFE Index Future June 24 | - | 0.91 | - | - | |
Taiwan Semicon | TW0002330008 | 0.86 | 879.00 | -1.68% | |
JPMorgan Chase & Co | - | 0.81 | - | - | |
Exxon Mobil Corp | - | 0.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 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 | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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