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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.670 | 3.670 | 0.000 |
Stocks | 41.860 | 41.860 | 0.000 |
Bonds | 46.260 | 47.790 | 1.530 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 8.160 | 8.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.556 | 17.335 |
Price to Book | 2.601 | 2.740 |
Price to Sales | 1.802 | 1.960 |
Price to Cash Flow | 10.666 | 11.080 |
Dividend Yield | 2.857 | 2.285 |
5 Years Earnings Growth | 10.914 | 10.445 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 26.880 | 4.358 |
Technology | 21.120 | 17.633 |
Financial Services | 13.550 | 18.886 |
Healthcare | 8.600 | 10.280 |
Consumer Cyclical | 7.620 | 9.522 |
Energy | 4.770 | 6.398 |
Consumer Defensive | 4.490 | 6.945 |
Communication Services | 4.390 | 7.037 |
Industrials | 4.360 | 11.912 |
Utilities | 2.490 | 3.824 |
Basic Materials | 1.740 | 4.763 |
Number of long holdings: 778
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bmo Low Volatil Us Eq Fd Usd Etp | - | 8.16 | - | - | |
5 Year Treasury Note Future June 25 | - | 4.86 | - | - | |
2 Year Treasury Note Future June 25 | - | 2.98 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.44 | - | - | |
Broadcom | US11135F1012 | 1.33 | 195.54 | +2.18% | |
10 Year Treasury Note Future June 25 | - | 1.12 | - | - | |
Simon Property | US8288061091 | 1.02 | 161.21 | +1.08% | |
Exxon Mobil | US30231G1022 | 1.02 | 111.90 | +2.97% | |
Cisco | US17275R1023 | 0.96 | 60.50 | +1.39% | |
Philip Morris | US7181721090 | 0.92 | 151.88 | +0.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Dollar Monthly Income A | 240.01M | 4.15 | 2.55 | 3.91 | ||
BMO US Dollar Monthly Income Adviso | 240.01M | 4.15 | 2.54 | 3.91 | ||
BMO US Dollar Monthly Income F | 240.01M | 4.34 | 4.01 | 5.42 | ||
BMO US Dollar Monthly Income T6 | 240.01M | 4.15 | 2.54 | 3.90 | ||
BMO US Dollar Balanced F | 190.66M | 1.85 | 5.51 | 6.39 |
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