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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.240 | 14.810 | 8.570 |
Shares | 36.500 | 36.500 | 0.000 |
Bonds | 55.020 | 55.590 | 0.570 |
Convertible | 0.350 | 0.350 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 1.820 | 1.850 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.906 | 16.251 |
Price to Book | 2.371 | 2.328 |
Price to Sales | 1.475 | 1.617 |
Price to Cash Flow | 10.451 | 9.823 |
Dividend Yield | 2.122 | 2.624 |
5 Years Earnings Growth | 9.952 | 10.323 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.640 | 16.381 |
Financial Services | 17.060 | 18.858 |
Industrials | 14.160 | 12.683 |
Healthcare | 13.140 | 9.085 |
Consumer Cyclical | 10.460 | 8.476 |
Consumer Defensive | 8.150 | 7.076 |
Energy | 5.550 | 8.268 |
Basic Materials | 4.440 | 5.546 |
Communication Services | 4.110 | 6.054 |
Real Estate | 2.640 | 4.024 |
Utilities | 1.660 | 4.145 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Counsel Fixed Income Sr O | - | 57.42 | - | - | |
IPC Multi-Factor US Equity O | - | 8.23 | - | - | |
Counsel Short Term Bond Sr O | - | 4.98 | - | - | |
Counsel Global Small Cap Sr A | - | 4.35 | - | - | |
Counsel US Growth Equity O | - | 4.15 | - | - | |
IPC Multi-Factor International Equity O | - | 3.81 | - | - | |
Counsel US Value Sr O | - | 3.42 | - | - | |
Counsel International Growth Sr O | - | 2.85 | - | - | |
Counsel International Value Sr O | - | 2.83 | - | - | |
CI Growth Asset Allocation ETF Comm | - | 2.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Counsel Fixed Income Series I | 664.27M | -0.42 | 0.02 | 2.36 | ||
Counsel Fixed Income Series P | 664.27M | -0.42 | 0.02 | 2.37 | ||
Counsel Conservative Portfolio Seri | 219.09M | 2.31 | 2.48 | 4.65 | ||
Counsel Short Term Bond Series I | 84.21M | 0.88 | 0.96 | 2.05 | ||
Counsel Short Term Bond Series P | 84.21M | 0.88 | 0.96 | 2.07 |
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