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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.960 | 2.960 | 0.000 |
Shares | 52.520 | 52.520 | 0.000 |
Bonds | 44.470 | 48.810 | 4.340 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.738 | 17.428 |
Price to Book | 2.631 | 2.721 |
Price to Sales | 1.718 | 1.968 |
Price to Cash Flow | 10.743 | 10.793 |
Dividend Yield | 2.829 | 2.311 |
5 Years Earnings Growth | 8.617 | 9.683 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.570 | 17.333 |
Real Estate | 22.140 | 4.165 |
Financial Services | 13.140 | 19.489 |
Healthcare | 9.160 | 9.826 |
Consumer Cyclical | 8.810 | 9.457 |
Consumer Defensive | 5.840 | 7.150 |
Utilities | 5.460 | 3.581 |
Communication Services | 4.020 | 7.098 |
Industrials | 3.750 | 12.120 |
Energy | 3.610 | 6.290 |
Basic Materials | 1.480 | 5.007 |
Number of long holdings: 815
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Low Volatility US Equity ETF (CAD) | - | 8.51 | - | - | |
10 Year Treasury Note Future Sept 25 | - | 3.67 | - | - | |
Us 5yr Note (Cbt) Sep25 Xcbt 20250930 | - | 2.12 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.71 | - | - | |
Broadcom | US11135F1012 | 1.64 | 288.71 | +1.77% | |
Microsoft | US5949181045 | 1.16 | 510.88 | +0.99% | |
Philip Morris | US7181721090 | 1.12 | 161.13 | -2.15% | |
Cisco | US17275R1023 | 1.08 | 68.29 | -0.49% | |
Equinix | US29444U7000 | 1.04 | 789.54 | -0.84% | |
Exxon Mobil | US30231G1022 | 1.03 | 110.79 | +0.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Dollar Monthly Income A | 249.95M | 5.25 | 6.25 | 4.44 | ||
BMO US Dollar Monthly Income Adviso | 249.95M | 5.24 | 6.24 | 4.43 | ||
BMO US Dollar Monthly Income T5 | 249.95M | 5.23 | 6.21 | 4.40 | ||
BMO US Dollar Monthly Income T6 | 249.95M | 5.24 | 6.24 | 4.42 | ||
BMO US Dollar Balanced Advisor | 204.44M | 3.90 | 9.21 | 5.60 |
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