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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.77 | 0.00 |
Stocks | 99.21 | 99.21 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.44 | 14.16 |
Price to Book | 2.38 | 2.18 |
Price to Sales | 1.03 | 1.26 |
Price to Cash Flow | 10.32 | 9.04 |
Dividend Yield | 1.63 | 2.46 |
5 Years Earnings Growth | 12.83 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.24 | 10.28 |
Healthcare | 16.43 | 17.61 |
Financial Services | 12.66 | 19.20 |
Consumer Defensive | 12.18 | 9.25 |
Communication Services | 11.06 | 7.26 |
Technology | 10.34 | 14.35 |
Energy | 6.62 | 8.74 |
Utilities | 4.37 | 4.14 |
Basic Materials | 3.42 | 3.65 |
Consumer Cyclical | 1.89 | 7.70 |
Real Estate | 1.79 | 2.04 |
Number of long holdings: 169
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc Class A | - | 4.30 | - | - | |
Wells Fargo & Co | - | 4.22 | - | - | |
FedEx Corp | - | 3.93 | - | - | |
Elevance Health Inc | - | 3.86 | - | - | |
Salesforce Inc | - | 3.69 | - | - | |
Baker Hughes Co Class A | - | 3.64 | - | - | |
Berkshire Hathaway Inc Class B | - | 3.62 | - | - | |
Norfolk Southern Corp | - | 3.49 | - | - | |
Union Pacific Corp | - | 3.45 | - | - | |
McKesson Corp | - | 3.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.65M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.31B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.6M | 8.96 | 11.83 | 15.30 | ||
Fidelity Index US Fund P Accumulati | 3.66B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 112.16M | 4.83 | 9.63 | 10.44 |
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