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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.31 | 3.31 | 0.00 |
Stocks | 96.50 | 96.50 | 0.00 |
Bonds | 0.19 | 0.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.22 | 15.54 |
Price to Book | 2.07 | 2.51 |
Price to Sales | 1.53 | 1.73 |
Price to Cash Flow | 6.87 | 10.74 |
Dividend Yield | 2.71 | 2.48 |
5 Years Earnings Growth | 11.40 | 9.34 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.51 | 20.75 |
Healthcare | 14.83 | 15.35 |
Consumer Cyclical | 10.82 | 6.74 |
Energy | 10.45 | 7.65 |
Consumer Defensive | 8.22 | 8.40 |
Technology | 8.02 | 12.70 |
Industrials | 6.84 | 11.83 |
Communication Services | 5.48 | 5.52 |
Basic Materials | 3.15 | 3.64 |
Utilities | 2.95 | 5.41 |
Real Estate | 2.74 | 3.59 |
Number of long holdings: 102
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.60 | - | - | |
Wells Fargo & Co | - | 3.49 | - | - | |
Chevron Corp | - | 3.00 | - | - | |
Berkshire Hathaway Inc B | - | 2.98 | - | - | |
Exxon Mobil Corp | - | 2.82 | - | - | |
Comcast Corp Class A | - | 2.51 | - | - | |
CVS Health Corp | - | 2.19 | - | - | |
Amgen Inc | - | 2.13 | - | - | |
US Bancorp | - | 2.10 | - | - | |
Verizon Communications Inc | - | 1.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
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