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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.090 | 0.090 | 0.000 |
Stocks | 99.580 | 99.580 | 0.000 |
Preferred | 0.280 | 0.280 | 0.000 |
Other | 0.060 | 0.110 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.596 | 21.774 |
Price to Book | 8.130 | 4.359 |
Price to Sales | 3.972 | 2.587 |
Price to Cash Flow | 18.672 | 14.530 |
Dividend Yield | 0.856 | 1.465 |
5 Years Earnings Growth | 12.531 | 11.775 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.010 | 25.046 |
Healthcare | 20.430 | 14.533 |
Consumer Cyclical | 13.080 | 10.739 |
Financial Services | 11.350 | 16.133 |
Industrials | 11.340 | 9.762 |
Communication Services | 7.460 | 8.335 |
Consumer Defensive | 2.350 | 7.058 |
Basic Materials | 2.060 | 3.199 |
Energy | 0.930 | 3.887 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.77 | 173.87 | +2.70% | |
Microsoft | US5949181045 | 5.70 | 400.90 | -1.33% | |
Visa A | US92826C8394 | 3.50 | 271.80 | -0.99% | |
UnitedHealth | US91324P1021 | 3.48 | 489.14 | -1.25% | |
Eli Lilly | US5324571083 | 3.19 | 734.10 | +0.08% | |
Amazon.com | US0231351067 | 2.88 | 180.13 | +0.28% | |
Mastercard | US57636Q1040 | 2.82 | 456.94 | -1.19% | |
NVIDIA | US67066G1040 | 2.48 | 871.30 | -0.69% | |
Meta Platforms | US30303M1027 | 1.83 | 430.31 | -2.93% | |
Alphabet C | US02079K1079 | 1.59 | 167.68 | -3.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.8B | 13.81 | 7.28 | 14.13 | ||
TD North American Dividend I | 4.65B | 14.60 | 10.75 | 9.82 | ||
TD North American Dividend D USD | 4.65B | 14.86 | 11.76 | - | ||
TD US Index e | 12.94 | 13.09 | 14.58 | |||
TD U.S. Mid-Cap Growth Fund D usd | 3.13B | 10.85 | 5.61 | - |
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