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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.250 | 2.250 | 0.000 |
Stocks | 47.810 | 47.810 | 0.000 |
Bonds | 49.930 | 52.980 | 3.050 |
Convertible | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.448 | 16.906 |
Price to Book | 2.703 | 2.637 |
Price to Sales | 1.805 | 1.784 |
Price to Cash Flow | 10.388 | 10.628 |
Dividend Yield | 3.065 | 2.353 |
5 Years Earnings Growth | 9.027 | 10.463 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 21.840 | 4.436 |
Technology | 18.910 | 16.941 |
Healthcare | 11.350 | 10.866 |
Financial Services | 10.740 | 18.217 |
Industrials | 8.780 | 12.674 |
Consumer Defensive | 8.010 | 7.406 |
Consumer Cyclical | 5.640 | 9.496 |
Energy | 5.010 | 6.704 |
Utilities | 4.850 | 3.752 |
Communication Services | 3.470 | 6.171 |
Basic Materials | 1.400 | 4.985 |
Number of long holdings: 708
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Low Volatility US Equity ETF (CAD) | - | 7.61 | - | - | |
2 Year Treasury Note Future June 24 | - | 5.80 | - | - | |
Us 5yr Note (Cbt) Jun24 Xcbt 20240628 | - | 4.72 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.48 | - | - | |
Broadcom | US11135F1012 | 1.19 | 1,340.70 | +0.91% | |
Microsoft | US5949181045 | 1.00 | 413.92 | -0.29% | |
Qualcomm | US7475251036 | 0.95 | 209.10 | +2.48% | |
Government National Mortgage Association 4% | - | 0.86 | - | - | |
Cisco | US17275R1023 | 0.81 | 46.53 | +0.05% | |
Merck&Co | US58933Y1055 | 0.81 | 127.52 | +1.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO US Dollar Monthly Income A | 237.47M | 0.45 | -0.64 | 3.45 | ||
BMO US Dollar Monthly Income Adviso | 237.47M | 0.45 | -0.65 | 3.44 | ||
BMO US Dollar Monthly Income T5 | 237.47M | 0.44 | -0.68 | 3.41 | ||
BMO US Dollar Monthly Income T6 | 237.47M | 0.44 | -0.65 | 3.44 | ||
BMO US Dollar Balanced A | 177.63M | 1.85 | 0.65 | 4.96 |
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