Please try another search
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 | 21.466 |
Price to Book | 8.130 | 4.305 |
Price to Sales | 3.972 | 2.555 |
Price to Cash Flow | 18.672 | 14.430 |
Dividend Yield | 0.856 | 1.478 |
5 Years Earnings Growth | 12.531 | 11.617 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.010 | 24.808 |
Healthcare | 20.430 | 14.546 |
Consumer Cyclical | 13.080 | 10.775 |
Financial Services | 11.350 | 16.316 |
Industrials | 11.340 | 9.660 |
Communication Services | 7.460 | 8.405 |
Consumer Defensive | 2.350 | 7.266 |
Basic Materials | 2.060 | 3.133 |
Energy | 0.930 | 3.772 |
Number of long holdings: 104
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.77 | 189.87 | +0.02% | |
Microsoft | US5949181045 | 5.70 | 420.21 | -0.19% | |
Visa A | US92826C8394 | 3.50 | 280.11 | +0.10% | |
UnitedHealth | US91324P1021 | 3.48 | 524.65 | +0.65% | |
Eli Lilly | US5324571083 | 3.19 | 770.09 | -0.13% | |
Amazon.com | US0231351067 | 2.88 | 184.70 | +0.58% | |
Mastercard | US57636Q1040 | 2.82 | 460.41 | +0.34% | |
NVIDIA | US67066G1040 | 2.48 | 924.79 | -1.99% | |
Meta Platforms | US30303M1027 | 1.83 | 471.91 | -0.28% | |
Alphabet C | US02079K1079 | 1.59 | 177.29 | +1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TD U.S. Blue Chip Equity Fund I USD | 6.91B | 8.54 | 3.89 | 13.92 | ||
TD North American Dividend I | 4.94B | 13.08 | 9.77 | 9.57 | ||
TD North American Dividend D USD | 4.94B | 13.45 | 10.78 | - | ||
TD US Index e | 10.07 | 10.99 | 14.30 | |||
TD US Mid Cap Growth A | 3.23B | 5.52 | 2.27 | 11.38 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review