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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.510 | 3.510 | 0.000 |
Stocks | 96.490 | 96.490 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.357 | 21.495 |
Price to Book | 2.471 | 4.366 |
Price to Sales | 1.933 | 2.806 |
Price to Cash Flow | 11.405 | 14.488 |
Dividend Yield | 2.748 | 1.493 |
5 Years Earnings Growth | 8.296 | 11.309 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.840 | 16.656 |
Healthcare | 16.200 | 13.508 |
Industrials | 11.040 | 8.910 |
Technology | 10.290 | 25.973 |
Energy | 7.950 | 3.663 |
Consumer Defensive | 7.830 | 6.752 |
Utilities | 6.860 | 3.448 |
Consumer Cyclical | 5.570 | 10.832 |
Communication Services | 4.880 | 8.957 |
Real Estate | 4.380 | 2.177 |
Basic Materials | 2.150 | 2.536 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.75 | 279.25 | -0.25% | |
UnitedHealth | US91324P1021 | 3.46 | 511.04 | +2.06% | |
Wells Fargo&Co | US9497461015 | 3.03 | 80.35 | -0.53% | |
Bank of America | US0605051046 | 2.93 | 46.01 | -1.12% | |
Unilever ADR | US9047677045 | 2.47 | 55.64 | +1.31% | |
Gilead | US3755581036 | 2.28 | 107.65 | +2.28% | |
American Express | US0258161092 | 2.16 | 309.92 | -0.94% | |
Morgan Stanley | US6174464486 | 2.07 | 140.69 | -0.01% | |
Knight-Swift Trans | US4990491049 | 2.00 | 52.87 | -2.31% | |
Honeywell | US4385161066 | 1.99 | 210.81 | +1.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity A | 2.65B | 3.20 | 8.16 | - | ||
Canadian Equity C | 2.65B | 3.19 | 8.21 | - | ||
Canadian Equity F | 2.65B | 3.24 | 9.49 | - | ||
American Equity Growth | 2.47B | 3.73 | 13.91 | 14.35 | ||
American Equity Growth C | 2.47B | 3.74 | 14.02 | 14.49 |
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