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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.630 | 0.630 | 0.000 |
Shares | 99.370 | 99.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.505 | 21.423 |
Price to Book | 6.724 | 4.294 |
Price to Sales | 4.935 | 2.804 |
Price to Cash Flow | 17.906 | 13.974 |
Dividend Yield | 0.558 | 1.528 |
5 Years Earnings Growth | 12.848 | 10.711 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.120 | 25.504 |
Consumer Cyclical | 12.760 | 11.130 |
Communication Services | 10.910 | 9.195 |
Financial Services | 10.900 | 17.373 |
Healthcare | 10.380 | 13.520 |
Industrials | 6.750 | 8.243 |
Real Estate | 1.960 | 2.311 |
Consumer Defensive | 1.930 | 6.758 |
Energy | 0.890 | 3.725 |
Basic Materials | 0.220 | 2.616 |
Utilities | 0.190 | 3.493 |
Number of long holdings: 163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.82 | 438.17 | +1.11% | |
Apple | US0378331005 | 7.40 | 197.49 | +0.63% | |
NVIDIA | US67066G1040 | 7.34 | 117.37 | +0.26% | |
Amazon.com | US0231351067 | 6.62 | 192.08 | +1.79% | |
Alphabet C | US02079K1079 | 5.38 | 155.75 | +1.93% | |
Eli Lilly | US5324571083 | 3.21 | 751.45 | -3.25% | |
Broadcom | US11135F1012 | 2.92 | 207.77 | +1.45% | |
Mastercard | US57636Q1040 | 2.74 | 567.12 | +0.14% | |
Meta Platforms | US30303M1027 | 2.19 | 598.01 | +0.20% | |
Visa A | US92826C8394 | 1.86 | 351.55 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity A | 2.62B | 0.55 | 5.69 | - | ||
Canadian Equity C | 2.62B | 0.56 | 5.74 | - | ||
Canadian Equity F | 2.62B | 0.77 | 6.98 | - | ||
American Equity Growth C | 2.24B | -9.74 | 10.08 | 12.45 | ||
American Equity Growth F | 2.24B | -9.52 | 11.30 | 13.72 |
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