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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.070 | 5.200 | 0.130 |
Stocks | 44.920 | 44.930 | 0.010 |
Bonds | 49.760 | 50.380 | 0.620 |
Convertible | 0.250 | 0.250 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.463 | 17.553 |
Price to Book | 3.453 | 2.688 |
Price to Sales | 2.783 | 1.897 |
Price to Cash Flow | 13.619 | 11.025 |
Dividend Yield | 2.192 | 2.309 |
5 Years Earnings Growth | 10.242 | 10.874 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.830 | 17.418 |
Healthcare | 13.630 | 10.671 |
Financial Services | 13.290 | 18.258 |
Communication Services | 10.250 | 6.351 |
Industrials | 9.170 | 12.453 |
Consumer Cyclical | 7.530 | 9.253 |
Consumer Defensive | 5.180 | 6.972 |
Energy | 5.100 | 6.859 |
Utilities | 3.730 | 3.869 |
Real Estate | 3.290 | 4.343 |
Number of long holdings: 351
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.40 | 226.24 | +0.01% | |
Microsoft | US5949181045 | 2.90 | 418.93 | -0.42% | |
United States Treasury Notes 4.25% | - | 2.41 | - | - | |
United States Treasury Notes 1.75% | - | 2.21 | - | - | |
United States Treasury Bonds 1.88% | - | 2.10 | - | - | |
NVIDIA | US67066G1040 | 2.09 | 119.06 | +1.76% | |
Bank Of Nova Scotia Utd 5.400% Sep 03, 2024 | - | 1.78 | - | - | |
iShares JPMorgan USD EM Bond | US4642882819 | 1.56 | 93.16 | -0.33% | |
Alphabet A | US02079K3059 | 1.47 | 165.42 | -0.94% | |
Meta Platforms | US30303M1027 | 1.33 | 573.89 | -0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
RBC Sel Bal Port Sr T5 | 57.26B | 10.00 | 2.43 | 5.60 | ||
RBC Sel Bal Port Sr F CAD | 57.26B | 10.72 | 3.43 | 6.64 | ||
RBC Sel Bal Port Sr A CDA | 57.26B | 10.00 | 2.42 | 5.60 | ||
RBC Sel Conservative Port Sr F CAD | 38.9B | 8.12 | 2.63 | 5.18 | ||
RBC Balanced Sr D | 4.72B | 9.52 | 3.40 | 5.56 |
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