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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.950 | 0.340 |
Stocks | 56.640 | 56.640 | 0.000 |
Bonds | 42.750 | 42.750 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.453 | 17.119 |
Price to Book | 1.990 | 2.660 |
Price to Sales | 1.467 | 1.817 |
Price to Cash Flow | 8.176 | 10.757 |
Dividend Yield | 2.872 | 2.347 |
5 Years Earnings Growth | 10.703 | 10.622 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.450 | 17.004 |
Financial Services | 16.030 | 18.282 |
Industrials | 11.580 | 12.716 |
Real Estate | 11.400 | 4.339 |
Consumer Cyclical | 9.440 | 9.408 |
Healthcare | 8.870 | 10.636 |
Consumer Defensive | 6.830 | 7.364 |
Basic Materials | 5.590 | 5.078 |
Communication Services | 5.480 | 6.211 |
Energy | 5.110 | 6.804 |
Utilities | 2.230 | 3.812 |
Number of long holdings: 15
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares ESG Aware Canadian Aggt Bd ETF | - | 29.65 | - | - | |
iShares MSCI KLD 400 Social | US4642885705 | 21.85 | 104.05 | -0.21% | |
iShares ESG Aware MSCI EAFE | US46435G5163 | 12.83 | 78.55 | -0.15% | |
iShares ESG Aware MSCI Canada ETF | - | 8.01 | - | - | |
Mackenzie Developed Markets Rl Estt ETF | - | 4.95 | - | - | |
iShares JPMorgan USD EM Bond | US4642882819 | 4.48 | 88.64 | -0.62% | |
Nuveen ESG High Yield Corporate Bond | US67092P8547 | 3.53 | 20.96 | -0.10% | |
iShares ESG Advanced High Yield Corporate Bond | US46435G4414 | 3.52 | 45.19 | -0.20% | |
Vanguard Small-Cap | US9229087518 | 3.23 | 217.36 | -0.06% | |
iShares MSCI EAFE Small-Cap | US4642882736 | 3.21 | 61.45 | -0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Counsel Balanced Portfolio Fund Ser | 1.15B | 4.07 | 3.74 | 5.85 | ||
Counsel Balanced Portfolio Series I | 1.15B | 4.08 | 3.74 | 5.85 | ||
Counsel Regular Pay Portfolio I | 373.89M | 3.60 | 4.46 | 5.52 | ||
Counsel Regular Pay Portfolio TI | 373.89M | 3.60 | 4.46 | 5.51 | ||
Counsel Regular Pay Portfolio D | 373.89M | 3.24 | 3.52 | 4.44 |
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