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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.720 | 2.720 | 0.000 |
Stocks | 51.090 | 51.090 | 0.000 |
Bonds | 46.140 | 46.750 | 0.610 |
Convertible | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.857 | 17.152 |
Price to Book | 2.876 | 2.718 |
Price to Sales | 2.023 | 1.930 |
Price to Cash Flow | 12.283 | 10.982 |
Dividend Yield | 2.735 | 2.290 |
5 Years Earnings Growth | 8.592 | 10.798 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 22.620 | 4.418 |
Technology | 18.360 | 17.032 |
Financial Services | 13.060 | 18.575 |
Healthcare | 10.030 | 10.605 |
Consumer Defensive | 7.460 | 7.061 |
Consumer Cyclical | 7.030 | 9.381 |
Industrials | 6.960 | 12.291 |
Utilities | 5.200 | 3.978 |
Communication Services | 3.940 | 6.647 |
Energy | 3.920 | 6.500 |
Basic Materials | 1.420 | 5.040 |
Number of long holdings: 763
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Low Volatility US Equity ETF (CAD) | - | 8.25 | - | - | |
Us 5yr Note (Cbt) Mar25 Xcbt 20250331 | - | 3.05 | - | - | |
10 Year Treasury Note Future Mar 25 | - | 2.42 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.45 | - | - | |
Broadcom | US11135F1012 | 1.18 | 239.68 | +3.15% | |
2 Year Treasury Note Future Mar 25 | - | 1.12 | - | - | |
Simon Property | US8288061091 | 1.03 | 173.35 | +1.15% | |
Microsoft | US5949181045 | 0.98 | 439.33 | +0.94% | |
Equinix | US29444U7000 | 0.95 | 950.01 | +1.11% | |
Philip Morris | US7181721090 | 0.95 | 122.91 | -0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Dollar Monthly Income T6 | 234.76M | 12.24 | 2.11 | 4.02 | ||
BMO US Dollar Monthly Income A | 234.76M | 12.25 | 2.12 | 4.04 | ||
BMO US Dollar Monthly Income F | 234.76M | 13.65 | 3.60 | 5.54 | ||
BMO US Dollar Monthly Income T5 | 234.76M | 12.22 | 2.08 | 4.00 | ||
BMO US Dollar Balanced A | 193.71M | 15.49 | 3.35 | 5.52 |
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