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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.82 | 1.93 | 0.11 |
Shares | 29.75 | 29.75 | 0.00 |
Bonds | 62.45 | 62.45 | 0.00 |
Convertible | 0.25 | 0.25 | 0.00 |
Preferred | 5.72 | 5.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.46 | 18.05 |
Price to Book | 2.74 | 3.06 |
Price to Sales | 2.21 | 2.05 |
Price to Cash Flow | 10.69 | 11.86 |
Dividend Yield | 3.23 | 2.02 |
5 Years Earnings Growth | 6.25 | 11.25 |
Name | Net % | Category Average |
---|---|---|
Utilities | 16.46 | 3.04 |
Financial Services | 15.23 | 14.98 |
Healthcare | 13.88 | 13.42 |
Technology | 11.51 | 22.84 |
Energy | 10.18 | 5.46 |
Industrials | 9.98 | 10.85 |
Consumer Defensive | 9.01 | 6.32 |
Consumer Cyclical | 6.72 | 10.07 |
Basic Materials | 6.20 | 3.52 |
Communication Services | 0.82 | 7.18 |
Number of long holdings: 211
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds | - | 2.36 | - | - | |
Chevron Corp | - | 1.99 | - | - | |
Texas Instruments Inc | - | 1.71 | - | - | |
United States Treasury Notes | - | 1.64 | - | - | |
The Home Depot Inc | - | 1.61 | - | - | |
Morgan Stanley | - | 1.19 | - | - | |
United States Treasury Notes | - | 1.11 | - | - | |
Analog Devices Inc | - | 1.11 | - | - | |
Duke Energy Corp | - | 1.08 | - | - | |
JPMorgan Chase & Co | - | 1.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.83B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth Adv | 184.43M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.21M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 288.41M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.09B | 7.05 | 4.94 | 3.63 |
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