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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.460 | 2.470 | 0.010 |
Shares | 94.780 | 94.780 | 0.000 |
Other | 2.760 | 2.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.945 | 19.156 |
Price to Book | 4.910 | 3.226 |
Price to Sales | 3.602 | 2.326 |
Price to Cash Flow | 17.017 | 12.590 |
Dividend Yield | 1.372 | 1.951 |
5 Years Earnings Growth | 11.964 | 11.729 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.590 | 21.260 |
Industrials | 15.900 | 13.813 |
Financial Services | 15.400 | 15.935 |
Consumer Cyclical | 12.460 | 10.952 |
Consumer Defensive | 8.740 | 8.621 |
Healthcare | 7.280 | 14.044 |
Communication Services | 4.900 | 9.064 |
Basic Materials | 3.570 | 4.309 |
Energy | 2.170 | 4.170 |
Number of long holdings: 66
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.17 | 408.46 | -0.47% | |
Amazon.com | US0231351067 | 3.68 | 195.78 | -1.09% | |
Apple | US0378331005 | 3.07 | 222.07 | -0.38% | |
3I Group | GB00B1YW4409 | 2.76 | 3,201.00 | +0.03% | |
UnitedHealth | US91324P1021 | 2.74 | 557.77 | -1.72% | |
Berkshire Hathaway B | US0846707026 | 2.56 | 442.29 | -2.18% | |
Coca-Cola | US1912161007 | 2.44 | 65.11 | +0.15% | |
Alphabet A | US02079K3059 | 2.41 | 169.24 | -1.20% | |
Old Dominion Freight Line | US6795801009 | 2.37 | 204.05 | +1.53% | |
Constellation Software | CA21037X1006 | 2.37 | 4,263.21 | +0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CDSPI S P 500 Index BlackRock | 117.62M | 24.13 | 13.17 | 14.33 | ||
CDSPI Global Growth Capital | 80.85M | 20.25 | 3.23 | 10.31 | ||
CDSPI Common Stock Fiera Capital | 43.67M | 17.95 | 11.99 | 9.46 | ||
CDSPI Moderate Growth Portfolio CI | 25.07M | 15.48 | 6.24 | 6.87 | ||
CDSPI Conservative Growth Portfolio | 19.67M | 14.17 | 5.34 | 6.17 |
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