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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 63.13 | 63.13 | 0.00 |
Bonds | 37.12 | 37.81 | 0.69 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.25 | 0.38 | 0.13 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.09 | 18.14 |
Price to Book | 3.98 | 3.07 |
Price to Sales | 2.57 | 2.06 |
Price to Cash Flow | 15.55 | 11.92 |
Dividend Yield | 1.17 | 2.01 |
5 Years Earnings Growth | 13.04 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.91 | 22.93 |
Healthcare | 12.50 | 13.34 |
Financial Services | 12.27 | 14.99 |
Consumer Cyclical | 10.89 | 10.06 |
Communication Services | 9.09 | 7.22 |
Industrials | 8.58 | 10.84 |
Consumer Defensive | 5.84 | 6.29 |
Energy | 4.13 | 5.51 |
Basic Materials | 2.32 | 3.51 |
Utilities | 2.24 | 3.07 |
Real Estate | 2.23 | 3.53 |
Number of long holdings: 5,183
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.23 | - | - | |
NVIDIA Corp | - | 3.65 | - | - | |
Amazon.com Inc | - | 2.92 | - | - | |
Apple Inc | - | 2.88 | - | - | |
Meta Platforms Inc Class A | - | 1.93 | - | - | |
Alphabet Inc Class A | - | 1.75 | - | - | |
United States Treasury Notes 4% | - | 1.42 | - | - | |
United States Treasury Notes 4.125% | - | 1.36 | - | - | |
Exxon Mobil Corp | - | 1.13 | - | - | |
Eli Lilly and Co | - | 1.12 | - | - |
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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