Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of May 31, 2022

Top 13 Holdings

Symbol Name % Weight Price % Change
ZCN.TO BMO S&P/TSX Capped Composite ETF 20.46% 25.29 -1.02%
ZAG.TO BMO Aggregate Bond ETF 20.05% 13.60 0.37%
SCHB Schwab US Broad Market ETF™ 19.48% 44.24 -0.76%
IEFA iShares Core MSCI EAFE ETF 6.26% 58.87 -0.39%
ZLB.TO BMO Low Volatility Canadian Equity ETF 5.99% 38.42 -0.52%
PHB Invesco Fundamental Hi Yld® Corp Bd ETF 5.96% 16.84 0.03%
ZCB.TO BMO Corporate Bond ETF 4.40% 44.37 0.23%
NOBL ProShares S&P 500 Dividend Aristocrats 3.53% 85.35 -0.44%
SCHM Schwab US Mid-Cap ETF™ 3.27% 62.77 -0.87%
NREA.TO NBI Global Real Assets Income ETF 3.20% 18.62 -1.95%
IEMG iShares Core MSCI Emerging Markets ETF 2.90% 49.06 -0.49%
HPR.TO Horizons Active Preferred Share ETF Comm 2.03% 8.44 -0.12%
FNDE Schwab Fundamental Emerg Mkts Lg Co ETF 1.92% 25.92 -0.65%
As of May 31, 2022