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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.990 | 3.990 | 0.000 |
Shares | 94.980 | 94.980 | 0.000 |
Bonds | 0.410 | 0.410 | 0.000 |
Preferred | 0.630 | 0.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.554 | 22.111 |
Price to Book | 4.702 | 4.392 |
Price to Sales | 3.623 | 2.805 |
Price to Cash Flow | 15.704 | 14.001 |
Dividend Yield | 1.560 | 1.490 |
5 Years Earnings Growth | 9.552 | 10.391 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.310 | 26.699 |
Industrials | 12.770 | 8.512 |
Consumer Cyclical | 11.810 | 10.837 |
Communication Services | 11.430 | 9.352 |
Healthcare | 11.200 | 12.752 |
Financial Services | 9.650 | 17.559 |
Consumer Defensive | 6.340 | 6.767 |
Basic Materials | 2.750 | 2.736 |
Utilities | 1.740 | 3.307 |
Energy | 1.720 | 3.727 |
Real Estate | 1.300 | 2.126 |
Number of long holdings: 214
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.56 | 503.89 | +0.37% | |
Broadcom | US11135F1012 | 6.08 | 297.31 | -0.23% | |
Meta Platforms | US30303M1027 | 4.98 | 749.95 | -0.55% | |
Amazon.com | US0231351067 | 3.81 | 229.19 | +0.21% | |
NVIDIA | US67066G1040 | 3.70 | 181.79 | +0.01% | |
Royal Caribbean Cruises | LR0008862868 | 2.78 | 357.47 | +1.05% | |
British American Tobacco | GB0002875804 | 2.61 | 4,207.0 | -0.61% | |
Eli Lilly | US5324571083 | 2.52 | 737.23 | +0.16% | |
GE Aerospace | US3696043013 | 2.41 | 273.72 | -0.08% | |
Uber Tech | US90353T1007 | 2.11 | 96.36 | -0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group Glbal Equity Fd F CAD | 14.46B | 6.04 | 17.47 | 10.70 | ||
Capital Group Glbal Equity Fd A CAD | 14.46B | 5.37 | 16.18 | 9.48 | ||
Capital Group Glbal Equity Fd D CAD | 14.46B | 5.87 | 17.10 | 10.25 |
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