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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.100 | 0.100 | 0.000 |
Stocks | 99.770 | 99.770 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.742 | 21.458 |
Price to Book | 6.186 | 4.303 |
Price to Sales | 4.269 | 2.554 |
Price to Cash Flow | 17.778 | 14.425 |
Dividend Yield | 0.852 | 1.479 |
5 Years Earnings Growth | 12.263 | 11.613 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.610 | 24.796 |
Communication Services | 15.550 | 8.407 |
Consumer Cyclical | 13.000 | 10.769 |
Healthcare | 6.950 | 14.545 |
Consumer Defensive | 6.630 | 7.268 |
Industrials | 4.890 | 9.661 |
Utilities | 1.150 | 3.064 |
Financial Services | 0.520 | 16.318 |
Energy | 0.440 | 3.782 |
Real Estate | 0.270 | 2.301 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.61 | 430.32 | +0.04% | |
Apple | US0378331005 | 8.35 | 189.99 | +0.01% | |
Amazon.com | US0231351067 | 4.67 | 182.15 | +0.77% | |
NVIDIA | US67066G1040 | 4.43 | 1,139.01 | +6.98% | |
Broadcom | US11135F1012 | 4.15 | 1,412.45 | +0.33% | |
Meta Platforms | US30303M1027 | 4.01 | 479.92 | +0.36% | |
Tesla | US88160R1014 | 2.62 | 176.75 | -1.39% | |
Alphabet A | US02079K3059 | 2.41 | 176.40 | +0.81% | |
Alphabet C | US02079K1079 | 2.36 | 178.02 | +0.96% | |
Costco | US22160K1051 | 2.31 | 813.17 | +0.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC US Index | 4.2B | 9.64 | 10.57 | 13.30 | ||
CIBC US Index Premium Class | 4.2B | 9.91 | 11.41 | 14.19 | ||
CIBC Nasdaq Index CAD | 3.1B | 7.46 | 11.48 | 19.36 | ||
CIBC US Broad Market Index CAD | 2.11B | 8.79 | 8.49 | 12.61 | ||
CIBC US Broad Market Index Prem CAD | 2.11B | 9.05 | 9.31 | 13.49 |
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