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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.260 | 4.260 | 0.000 |
Stocks | 43.760 | 43.760 | 0.000 |
Bonds | 51.980 | 53.450 | 1.470 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.272 | 17.119 |
Price to Book | 3.856 | 2.659 |
Price to Sales | 1.781 | 1.818 |
Price to Cash Flow | 13.096 | 10.760 |
Dividend Yield | 1.468 | 2.347 |
5 Years Earnings Growth | 12.987 | 10.617 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.160 | 17.006 |
Financial Services | 12.150 | 18.282 |
Consumer Cyclical | 11.800 | 9.404 |
Healthcare | 11.470 | 10.632 |
Communication Services | 10.230 | 6.209 |
Consumer Defensive | 8.010 | 7.363 |
Industrials | 6.930 | 12.719 |
Energy | 4.800 | 6.802 |
Real Estate | 2.190 | 4.345 |
Utilities | 0.810 | 3.811 |
Basic Materials | 0.450 | 5.079 |
Number of long holdings: 569
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Sept 24 | - | 10.08 | - | - | |
Us 5Yr Note (Cbt) Sep24 Xcbt 20240930 | - | 6.39 | - | - | |
NVIDIA | US67066G1040 | 2.98 | 131.88 | +1.75% | |
Microsoft | US5949181045 | 2.74 | 442.57 | +0.22% | |
Apple | US0378331005 | 2.29 | 212.49 | -0.82% | |
Amazon.com | US0231351067 | 2.03 | 183.66 | -0.09% | |
Federal National Mortgage Association 5.5% | - | 1.40 | - | - | |
Alphabet C | US02079K1079 | 1.24 | 178.37 | +0.92% | |
Alphabet A | US02079K3059 | 1.18 | 176.79 | +0.93% | |
Meta Platforms | US30303M1027 | 1.17 | 504.16 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 9.08B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio Advisor | 9.08B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio F | 9.08B | 5.79 | 3.86 | 6.05 | ||
BMO Balanced ETF Portfolio T6 | 9.08B | 5.31 | 2.72 | 4.89 | ||
BMO Monthly Income A | 5.57B | 2.85 | 2.44 | 4.91 |
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