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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.920 | 1.920 | 0.000 |
Stocks | 55.890 | 55.890 | 0.000 |
Bonds | 41.160 | 41.160 | 0.000 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.290 | 0.290 | 0.000 |
Other | 0.680 | 0.680 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.993 | 16.942 |
Price to Book | 5.986 | 2.644 |
Price to Sales | 2.351 | 1.792 |
Price to Cash Flow | 17.370 | 10.664 |
Dividend Yield | 1.410 | 2.341 |
5 Years Earnings Growth | 12.197 | 10.480 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.470 | 16.993 |
Financial Services | 15.530 | 18.225 |
Healthcare | 12.360 | 10.938 |
Industrials | 11.070 | 12.681 |
Consumer Cyclical | 10.750 | 9.497 |
Consumer Defensive | 5.750 | 7.406 |
Energy | 5.060 | 6.641 |
Basic Materials | 3.820 | 4.963 |
Communication Services | 1.770 | 6.140 |
Real Estate | 1.420 | 4.428 |
Number of long holdings: 216
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TD U.S. Corporate Bond Fund - O Series | - | 36.30 | - | - | |
Microsoft | US5949181045 | 5.26 | 413.72 | -0.25% | |
Apple | US0378331005 | 4.57 | 186.28 | +1.76% | |
NVIDIA | US67066G1040 | 2.39 | 903.99 | +0.58% | |
Visa A | US92826C8394 | 2.29 | 279.32 | -0.51% | |
JPMorgan | US46625H1005 | 1.97 | 198.58 | -0.10% | |
Costco | US22160K1051 | 1.90 | 775.15 | -1.53% | |
Broadcom | US11135F1012 | 1.88 | 1,337.51 | +0.35% | |
UnitedHealth | US91324P1021 | 1.83 | 511.72 | -0.21% | |
Eli Lilly | US5324571083 | 1.78 | 758.04 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U S Monthly Income Fund Premi | 1.78B | 4.43 | 2.86 | 5.95 | ||
TD U S Monthly Income Fund Prem F | 1.78B | 4.78 | 4.08 | 7.21 | ||
TD US Monthly Income Fund A | 1.78B | 4.35 | 2.70 | 5.77 | ||
TD US Monthly Income Fund H | 1.78B | 4.34 | 2.72 | 5.80 | ||
TD US Monthly Income Fund I | 1.78B | 4.29 | 2.67 | 5.76 |
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