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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.420 | 0.650 | 0.230 |
Shares | 99.580 | 99.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.919 | 20.968 |
Price to Book | 6.220 | 4.203 |
Price to Sales | 4.751 | 2.687 |
Price to Cash Flow | 16.588 | 13.412 |
Dividend Yield | 0.939 | 1.547 |
5 Years Earnings Growth | 8.767 | 10.523 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.170 | 25.430 |
Communication Services | 16.050 | 9.308 |
Consumer Cyclical | 13.210 | 10.746 |
Consumer Defensive | 6.130 | 7.031 |
Healthcare | 5.620 | 13.730 |
Industrials | 3.750 | 8.127 |
Utilities | 1.470 | 3.461 |
Basic Materials | 1.460 | 2.726 |
Energy | 0.500 | 3.771 |
Financial Services | 0.440 | 17.558 |
Real Estate | 0.210 | 2.368 |
Number of long holdings: 120
Number of short holdings: 28
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.35 | 203.92 | +1.64% | |
Microsoft | US5949181045 | 7.69 | 470.38 | +0.58% | |
NVIDIA | US67066G1040 | 6.96 | 141.72 | +1.24% | |
Invesco QQQ Trust | US46090E1038 | 5.24 | 529.92 | +0.98% | |
Amazon.com | US0231351067 | 5.11 | 213.57 | +2.72% | |
Broadcom | US11135F1012 | 3.90 | 246.93 | -5.00% | |
Meta Platforms | US30303M1027 | 3.15 | 697.71 | +1.91% | |
Netflix | US64110L1061 | 3.12 | 1,241.47 | -0.72% | |
Costco | US22160K1051 | 2.84 | 1,014.94 | +0.41% | |
Tesla | US88160R1014 | 2.68 | 295.14 | +3.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IA SRPclMyEduc US DAQ Index | 2.61B | -3.82 | 19.68 | 15.48 | ||
IA xtra Class Dividend Growth | 1.84B | 5.02 | 7.36 | 6.99 | ||
IA SRPclMyEduc Dividend Growth | 1.84B | 5.02 | 7.36 | 6.99 | ||
IA xtra Class Fidelity Canadian Opp | 1.88B | 0.13 | 10.18 | 9.53 | ||
IA SRPclMyEduc Fidelity Canadian O | 1.88B | 0.13 | 10.18 | 9.55 |
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