Overall Portfolio Composition (%)
Stocks99.39%
Bonds0.00%
Sector Weightings (%)
Sector(s)IXG
Basic Materials0.00%
Consumer Cyclical0.15%
Financial Services99.85%
Real Estate0.00%
Consumer Defensive0.00%
Healthcare0.00%
Utilities0.00%
Communication Services0.00%
Energy0.00%
Industrials0.00%
Technology0.00%
Equity Holdings
AverageIXG
Price/Earnings14.45
Price/Book1.06
Price/Sales1.62
Price/Cashflow0
Median Market CapN/A
3 Year Earnings GrowthN/A
Bond Ratings
Sector(s)IXG
US Government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 Holdings (28.20% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 6.66% |
| JPMorgan Chase & Co | JPM | 5.72% |
| Bank of America Corp | BAC | 3.41% |
| AIA Group Ltd | 01299.HK | 2.20% |
| Citigroup Inc | C | 1.89% |
| Wells Fargo & Co | WFC | 1.84% |
| Royal Bank of Canada | RY.TO | 1.73% |
| Commonwealth Bank of Australia | CBA.AX | 1.66% |
| HSBC Holdings PLC | HSBA.L | 1.58% |
| The Toronto-Dominion Bank | TD.TO | 1.51% |
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