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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.160 | 0.000 |
Stocks | 99.810 | 99.810 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.322 | 21.884 |
Price to Book | 6.664 | 4.385 |
Price to Sales | 4.788 | 2.753 |
Price to Cash Flow | 18.209 | 14.513 |
Dividend Yield | 0.816 | 1.466 |
5 Years Earnings Growth | 14.890 | 12.500 |
Name | Net % | Category Average |
---|---|---|
Technology | 52.140 | 26.028 |
Communication Services | 15.530 | 8.709 |
Consumer Cyclical | 12.270 | 10.613 |
Healthcare | 6.170 | 14.142 |
Consumer Defensive | 5.950 | 6.774 |
Industrials | 4.270 | 9.137 |
Basic Materials | 1.420 | 2.914 |
Utilities | 1.170 | 3.123 |
Energy | 0.480 | 3.918 |
Financial Services | 0.410 | 16.084 |
Real Estate | 0.200 | 2.202 |
Number of long holdings: 106
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.49 | 408.46 | -0.47% | |
Apple | US0378331005 | 8.26 | 222.07 | -0.38% | |
NVIDIA | US67066G1040 | 7.77 | 136.05 | +0.48% | |
Amazon.com | US0231351067 | 5.14 | 195.78 | -1.09% | |
Broadcom | US11135F1012 | 4.91 | 168.55 | -0.22% | |
Meta Platforms | US30303M1027 | 4.49 | 560.68 | -1.14% | |
Alphabet A | US02079K3059 | 2.74 | 169.24 | -1.20% | |
Alphabet C | US02079K1079 | 2.63 | 170.70 | -1.13% | |
Costco | US22160K1051 | 2.49 | 886.07 | +1.00% | |
Tesla | US88160R1014 | 2.44 | 242.84 | -2.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC US Index | 4.96B | 23.27 | 12.72 | 13.83 | ||
CIBC US Index Premium Class | 4.96B | 23.93 | 13.56 | 14.72 | ||
CIBC Nasdaq Index Premium Class CAD | 3.5B | 21.89 | 13.71 | 20.10 | ||
CIBC US Broad Market Index CAD | 2.44B | 21.96 | 10.74 | 13.20 | ||
CIBC US Broad Market Index Prem CAD | 2.44B | 22.62 | 11.57 | 14.07 |
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