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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.420 | 1.540 | 1.120 |
Stocks | 99.380 | 99.380 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.190 | 0.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.873 | 13.302 |
Price to Book | 1.489 | 1.988 |
Price to Sales | 0.884 | 1.204 |
Price to Cash Flow | 5.916 | 7.940 |
Dividend Yield | 3.785 | 2.498 |
5 Years Earnings Growth | 8.868 | 10.775 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.780 | 15.289 |
Consumer Cyclical | 12.570 | 12.333 |
Technology | 12.240 | 16.744 |
Industrials | 9.280 | 10.711 |
Communication Services | 8.830 | 7.720 |
Healthcare | 8.370 | 11.068 |
Energy | 5.990 | 6.405 |
Consumer Defensive | 5.900 | 7.971 |
Basic Materials | 4.970 | 8.163 |
Utilities | 4.150 | 3.845 |
Real Estate | 2.910 | 1.436 |
Number of long holdings: 772
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.18 | 196.89 | +1.24% | |
Microsoft | US5949181045 | 1.21 | 423.85 | -0.16% | |
Amazon.com | US0231351067 | 1.10 | 184.30 | -0.38% | |
Meta Platforms | US30303M1027 | 1.09 | 492.96 | -0.16% | |
Visa A | US92826C8394 | 0.99 | 278.67 | +0.59% | |
BBVA | ES0113211835 | 0.98 | 9.894 | +0.98% | |
JPMorgan | US46625H1005 | 0.96 | 199.95 | +1.54% | |
Mastercard | US57636Q1040 | 0.89 | 449.79 | +0.25% | |
L'Oreal | FR0000120321 | 0.89 | 455.35 | -0.18% | |
Novo Nordisk B | DK0062498333 | 0.86 | 984.0 | +1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CFS FC W PSup FirstChoice W Moderat | 4.66B | 3.20 | 2.61 | 5.21 | ||
CFS FC W Pen FirstChoice W Moderate | 4.66B | 3.61 | 3.00 | 5.85 | ||
CFS FC ESup FirstChoice Moderate Se | 4.66B | 3.35 | 2.98 | 5.31 | ||
FirstChoice WS Inv FirstChoice WS M | 4.66B | 3.57 | 2.71 | 5.57 | ||
FirstChoice WS Inv CFS WS Geared Sh | 4.07B | 3.95 | 6.67 | 13.18 |
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