
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.630 | 0.630 | 0.000 |
Stocks | 99.370 | 99.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.505 | 21.476 |
Price to Book | 6.724 | 4.326 |
Price to Sales | 4.935 | 2.815 |
Price to Cash Flow | 17.906 | 14.156 |
Dividend Yield | 0.558 | 1.488 |
5 Years Earnings Growth | 12.848 | 10.896 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.120 | 25.902 |
Consumer Cyclical | 12.760 | 11.209 |
Communication Services | 10.910 | 9.073 |
Financial Services | 10.900 | 17.392 |
Healthcare | 10.380 | 13.526 |
Industrials | 6.750 | 8.285 |
Real Estate | 1.960 | 2.290 |
Consumer Defensive | 1.930 | 6.703 |
Energy | 0.890 | 3.673 |
Basic Materials | 0.220 | 2.556 |
Utilities | 0.190 | 3.411 |
Number of long holdings: 163
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.82 | 387.81 | -0.16% | |
Apple | US0378331005 | 7.40 | 202.52 | +2.21% | |
NVIDIA | US67066G1040 | 7.34 | 110.71 | -0.20% | |
Amazon.com | US0231351067 | 6.62 | 182.12 | -1.49% | |
Alphabet C | US02079K1079 | 5.38 | 161.47 | +1.30% | |
Eli Lilly | US5324571083 | 3.21 | 754.35 | +3.00% | |
Broadcom | US11135F1012 | 2.92 | 178.36 | -1.97% | |
Mastercard | US57636Q1040 | 2.74 | 512.46 | +0.53% | |
Meta Platforms | US30303M1027 | 2.19 | 531.48 | -2.22% | |
Visa A | US92826C8394 | 1.86 | 335.18 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity A | 2.74B | 0.55 | 5.69 | - | ||
Canadian Equity C | 2.74B | 0.56 | 5.74 | - | ||
Canadian Equity F | 2.74B | 0.77 | 6.98 | - | ||
American Equity Growth F | 2.47B | -9.52 | 11.30 | 13.72 | ||
American Equity Growth | 2.47B | -9.76 | 9.97 | 12.31 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review