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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.040 | 3.040 | 0.000 |
Shares | 96.240 | 96.240 | 0.000 |
Bonds | 0.530 | 0.530 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.827 | 18.789 |
Price to Book | 3.427 | 3.155 |
Price to Sales | 1.971 | 2.301 |
Price to Cash Flow | 11.040 | 12.528 |
Dividend Yield | 1.549 | 2.023 |
5 Years Earnings Growth | 11.437 | 9.999 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.950 | 20.209 |
Healthcare | 16.090 | 12.992 |
Financial Services | 15.150 | 17.038 |
Industrials | 14.600 | 13.601 |
Consumer Cyclical | 12.110 | 11.645 |
Communication Services | 6.930 | 9.481 |
Consumer Defensive | 4.700 | 8.967 |
Basic Materials | 3.810 | 4.160 |
Energy | 3.540 | 3.993 |
Real Estate | 0.120 | 2.176 |
Number of long holdings: 237
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 4.47 | 1,085.00 | 0.00% | |
Broadcom | US11135F1012 | 3.77 | 269.90 | +1.95% | |
Microsoft | US5949181045 | 3.47 | 491.09 | -0.20% | |
Eli Lilly | US5324571083 | 2.75 | 779.28 | +0.44% | |
UnitedHealth | US91324P1021 | 2.31 | 307.56 | -5.70% | |
Apple | US0378331005 | 2.27 | 212.44 | +2.22% | |
Vertex | US92532F1003 | 2.24 | 457.03 | +1.08% | |
NVIDIA | US67066G1040 | 2.14 | 157.25 | +2.58% | |
BAE Systems | GB0002634946 | 1.75 | 1,865.50 | +0.87% | |
Meta Platforms | US30303M1027 | 1.63 | 713.57 | -0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group Glbal Equity Fd F CAD | 14.05B | -0.49 | 14.44 | 10.42 | ||
Capital Group Glbal Equity Fd D CAD | 14.05B | -0.60 | 14.07 | 9.97 | ||
Capital Group U S Equity Fd F CAD | 249.82M | -0.66 | 19.69 | 11.80 |
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