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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.390 | 0.920 | 0.530 |
Shares | 99.600 | 99.600 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.804 | 17.786 |
Price to Book | 2.139 | 2.962 |
Price to Sales | 1.462 | 2.195 |
Price to Cash Flow | 9.698 | 11.953 |
Dividend Yield | 2.942 | 2.611 |
5 Years Earnings Growth | 7.651 | 9.756 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.220 | 17.035 |
Healthcare | 19.680 | 12.407 |
Industrials | 14.110 | 14.166 |
Financial Services | 10.920 | 18.321 |
Consumer Defensive | 10.070 | 9.530 |
Consumer Cyclical | 6.970 | 8.194 |
Communication Services | 6.170 | 6.734 |
Real Estate | 4.460 | 3.984 |
Utilities | 2.720 | 3.233 |
Basic Materials | 2.590 | 3.294 |
Energy | 2.080 | 3.783 |
Number of long holdings: 49
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.29 | 549.74 | +0.45% | |
Charles Schwab | US8085131055 | 3.27 | 80.18 | +0.30% | |
Sony | JP3435000009 | 3.14 | 3,520.0 | -0.42% | |
Lloyds Banking | GB0008706128 | 3.06 | 73.70 | +1.10% | |
CDW Corp | US12514G1085 | 3.01 | 158.59 | +0.41% | |
Prologis | US74340W1036 | 2.99 | 103.32 | +1.06% | |
Wells Fargo&Co | US9497461015 | 2.95 | 69.43 | -0.43% | |
Alphabet A | US02079K3059 | 2.85 | 160.61 | -0.83% | |
Autoliv | US0528001094 | 2.84 | 92.11 | +1.08% | |
L3Harris Technologies | US5024311095 | 2.72 | 218.76 | +1.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity A | 2.67B | 0.55 | 5.69 | - | ||
Canadian Equity C | 2.67B | 0.56 | 5.74 | - | ||
Canadian Equity F | 2.67B | 0.77 | 6.98 | - | ||
American Equity Growth F | 2.25B | -9.52 | 11.30 | 13.72 | ||
American Equity Growth | 2.25B | -9.76 | 9.97 | 12.31 |
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