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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 | 21.739 |
Price to Book | 8.130 | 4.361 |
Price to Sales | 3.972 | 2.594 |
Price to Cash Flow | 18.672 | 14.565 |
Dividend Yield | 0.856 | 1.461 |
5 Years Earnings Growth | 12.531 | 11.806 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.010 | 25.046 |
Healthcare | 20.430 | 14.522 |
Consumer Cyclical | 13.080 | 10.738 |
Financial Services | 11.350 | 16.129 |
Industrials | 11.340 | 9.771 |
Communication Services | 7.460 | 8.355 |
Consumer Defensive | 2.350 | 7.084 |
Basic Materials | 2.060 | 3.203 |
Energy | 0.930 | 3.893 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.77 | 185.29 | +7.09% | |
Microsoft | US5949181045 | 5.70 | 406.27 | +2.12% | |
Visa A | US92826C8394 | 3.50 | 269.04 | +0.53% | |
UnitedHealth | US91324P1021 | 3.48 | 491.43 | -0.31% | |
Eli Lilly | US5324571083 | 3.19 | 739.59 | -2.16% | |
Amazon.com | US0231351067 | 2.88 | 186.40 | +0.91% | |
Mastercard | US57636Q1040 | 2.82 | 444.17 | +0.70% | |
NVIDIA | US67066G1040 | 2.48 | 890.30 | +3.74% | |
Meta Platforms | US30303M1027 | 1.83 | 450.93 | +2.10% | |
Alphabet C | US02079K1079 | 1.59 | 168.72 | +0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.72B | 13.81 | 7.28 | 14.13 | ||
TD North American Dividend I | 4.63B | 14.60 | 10.75 | 9.82 | ||
TD North American Dividend D USD | 4.63B | 14.86 | 11.76 | - | ||
TD US Index e | 12.94 | 13.09 | 14.58 | |||
TD US Mid Cap Growth A | 3.11B | 10.52 | 4.54 | 11.60 |
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