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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.730 | 1.730 | 0.000 |
Stocks | 98.270 | 98.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.256 | 18.736 |
Price to Book | 2.833 | 3.297 |
Price to Sales | 2.288 | 2.326 |
Price to Cash Flow | 12.925 | 12.774 |
Dividend Yield | 1.917 | 1.980 |
5 Years Earnings Growth | 11.231 | 11.187 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.510 | 20.834 |
Financial Services | 17.660 | 16.249 |
Healthcare | 12.550 | 13.436 |
Industrials | 11.910 | 13.779 |
Consumer Cyclical | 10.190 | 11.408 |
Communication Services | 7.380 | 9.166 |
Consumer Defensive | 5.070 | 8.768 |
Basic Materials | 2.880 | 4.233 |
Real Estate | 2.700 | 2.437 |
Utilities | 2.170 | 2.808 |
Energy | 0.970 | 4.124 |
Number of long holdings: 100
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.84 | 408.43 | -0.51% | |
NVIDIA | US67066G1040 | 4.74 | 138.85 | +2.63% | |
Apple | US0378331005 | 3.83 | 244.60 | +1.27% | |
Amazon.com | US0231351067 | 3.77 | 228.68 | -0.73% | |
Broadcom | US11135F1012 | 3.14 | 233.04 | -1.17% | |
Costco | US22160K1051 | 2.36 | 1,071.85 | -0.47% | |
Bank of America | US0605051046 | 2.22 | 46.96 | +1.36% | |
Capital One Financial | US14040H1059 | 2.03 | 202.16 | +2.46% | |
Walt Disney | US2546871060 | 1.88 | 110.38 | +0.72% | |
Travelers | US89417E1091 | 1.82 | 238.30 | -1.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NEI Ethical Special Equity Fund A | 605.07M | 0.86 | 7.41 | 7.12 | ||
NEI Ethical Special Equity Fund F | 605.07M | 0.96 | 8.73 | 8.46 | ||
NEI Northwest Canadian Div Fun A | 143.81M | 2.41 | 4.98 | 5.88 | ||
NEI Northwest Canadian Div Fun F | 143.81M | 2.51 | 6.23 | 7.15 | ||
NEI Northwest Canadian Equity Fund | 83.17M | 1.80 | 4.00 | 7.41 |
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