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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.110 | 1.120 | 0.010 |
Shares | 98.900 | 98.900 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.849 | 22.211 |
Price to Book | 2.532 | 4.489 |
Price to Sales | 1.904 | 2.895 |
Price to Cash Flow | 11.017 | 14.183 |
Dividend Yield | 2.601 | 1.455 |
5 Years Earnings Growth | 8.681 | 10.328 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.520 | 16.728 |
Technology | 13.890 | 27.765 |
Healthcare | 13.460 | 12.750 |
Industrials | 11.790 | 8.546 |
Communication Services | 7.770 | 9.569 |
Utilities | 7.130 | 3.292 |
Consumer Cyclical | 6.890 | 10.896 |
Energy | 6.470 | 3.604 |
Consumer Defensive | 5.180 | 5.826 |
Real Estate | 4.610 | 2.195 |
Basic Materials | 1.290 | 2.599 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.74 | 256.55 | +1.28% | |
Vanguard Russell 1000 Value | US92206C7149 | 3.53 | 89.92 | +0.99% | |
Bank of America | US0605051046 | 3.03 | 52.04 | +1.48% | |
Qualcomm | US7475251036 | 2.65 | 166.98 | +2.16% | |
Unilever ADR | US9047677045 | 2.64 | 62.89 | -0.36% | |
Simon Property | US8288061091 | 2.53 | 178.47 | +0.21% | |
Wells Fargo&Co | US9497461015 | 2.43 | 86.02 | +3.29% | |
Cisco | US17275R1023 | 2.25 | 70.65 | +0.74% | |
Sempra Energy | US8168511090 | 2.21 | 92.72 | +1.57% | |
NXP | NL0009538784 | 2.11 | 219.82 | +2.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Growth | 2.62B | 7.47 | 25.29 | 14.39 | ||
American Equity Growth C | 2.62B | 7.54 | 25.41 | 14.54 | ||
American Equity Growth F | 2.62B | 8.36 | 26.80 | 15.82 | ||
Canadian Equity F | 2.31B | 18.39 | 18.97 | - | ||
Canadian Equity A | 2.31B | 17.49 | 17.54 | - |
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