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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.860 | 0.860 | 0.000 |
Shares | 99.140 | 99.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.454 | 20.968 |
Price to Book | 3.988 | 4.203 |
Price to Sales | 2.086 | 2.687 |
Price to Cash Flow | 16.046 | 13.412 |
Dividend Yield | 1.407 | 1.547 |
5 Years Earnings Growth | 8.627 | 10.523 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.480 | 25.430 |
Financial Services | 15.840 | 17.558 |
Healthcare | 12.510 | 13.730 |
Consumer Cyclical | 11.370 | 10.746 |
Industrials | 11.060 | 8.127 |
Communication Services | 6.600 | 9.308 |
Consumer Defensive | 5.740 | 7.031 |
Basic Materials | 3.530 | 2.726 |
Real Estate | 2.800 | 2.368 |
Utilities | 2.060 | 3.461 |
Number of long holdings: 58
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.64 | 468.87 | -0.82% | |
Apple | US0378331005 | 5.23 | 201.96 | +0.25% | |
Amazon.com | US0231351067 | 4.49 | 216.05 | -0.43% | |
Broadcom | US11135F1012 | 3.40 | 244.38 | +0.04% | |
NVIDIA | US67066G1040 | 3.25 | 143.02 | +0.27% | |
JPMorgan | US46625H1005 | 2.62 | 268.11 | +0.51% | |
Visa A | US92826C8394 | 2.58 | 370.47 | +1.04% | |
Travelers | US89417E1091 | 2.37 | 263.68 | -1.12% | |
Home Depot | US4370761029 | 2.35 | 367.40 | +0.60% | |
Alphabet A | US02079K3059 | 2.31 | 178.72 | +1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity F | 2.62B | 5.98 | 10.52 | - | ||
Canadian Equity A | 2.62B | 5.56 | 9.19 | - | ||
Canadian Equity C | 2.62B | 5.58 | 9.25 | - | ||
American Equity Growth | 2.24B | -4.97 | 18.10 | 13.00 | ||
American Equity Growth C | 2.24B | -4.93 | 18.22 | 13.13 |
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