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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.030 | 0.030 | 0.000 |
Stocks | 99.920 | 99.920 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.430 | 21.264 |
Price to Book | 6.515 | 4.344 |
Price to Sales | 4.958 | 2.754 |
Price to Cash Flow | 18.049 | 14.419 |
Dividend Yield | 0.876 | 1.482 |
5 Years Earnings Growth | 14.780 | 12.305 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.400 | 25.938 |
Communication Services | 15.250 | 8.733 |
Consumer Cyclical | 12.570 | 10.490 |
Healthcare | 6.290 | 14.085 |
Consumer Defensive | 6.090 | 6.688 |
Industrials | 4.490 | 9.174 |
Basic Materials | 1.490 | 2.863 |
Utilities | 1.230 | 3.247 |
Energy | 0.510 | 3.902 |
Financial Services | 0.470 | 16.166 |
Real Estate | 0.220 | 2.288 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.86 | 234.66 | +0.77% | |
Microsoft | US5949181045 | 8.09 | 423.88 | +1.22% | |
NVIDIA | US67066G1040 | 7.49 | 137.12 | +0.81% | |
Amazon.com | US0231351067 | 5.06 | 205.23 | +1.88% | |
Broadcom | US11135F1012 | 5.00 | 164.90 | +0.05% | |
Meta Platforms | US30303M1027 | 4.31 | 570.61 | +0.97% | |
Tesla | US88160R1014 | 2.91 | 342.08 | +1.03% | |
Alphabet A | US02079K3059 | 2.62 | 168.60 | +0.57% | |
Alphabet C | US02079K1079 | 2.53 | 170.28 | +0.50% | |
Costco | US22160K1051 | 2.45 | 972.43 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC US Index | 5.23B | 25.61 | 11.80 | 13.72 | ||
CIBC US Index Premium Class | 5.23B | 26.36 | 12.63 | 14.60 | ||
CIBC Nasdaq Index Premium Class CAD | 3.66B | 24.41 | 12.50 | 19.96 | ||
CIBC US Broad Market Index CAD | 2.59B | 24.56 | 10.04 | 13.08 | ||
CIBC US Broad Market Index Prem CAD | 2.59B | 25.31 | 10.87 | 13.95 |
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