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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.68 | 17.85 | 12.17 |
Shares | 37.91 | 38.23 | 0.32 |
Bonds | 56.28 | 56.38 | 0.10 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 0.08 | 0.62 | 0.54 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.48 | 16.97 |
Price to Book | 2.81 | 2.65 |
Price to Sales | 1.91 | 1.88 |
Price to Cash Flow | 10.60 | 11.65 |
Dividend Yield | 2.07 | 2.46 |
5 Years Earnings Growth | 10.10 | 10.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.30 | 19.73 |
Financial Services | 15.47 | 16.22 |
Healthcare | 12.31 | 12.04 |
Industrials | 10.53 | 10.58 |
Consumer Cyclical | 9.88 | 9.17 |
Communication Services | 7.98 | 6.70 |
Consumer Defensive | 7.37 | 7.09 |
Basic Materials | 3.42 | 3.74 |
Energy | 2.99 | 5.73 |
Utilities | 2.22 | 3.82 |
Real Estate | 1.52 | 6.06 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Bond ETF | - | 23.95 | - | - | |
Franklin U.S. Core Equity Advisor | - | 13.77 | - | - | |
Franklin U.S. Treasury Bond ETF | - | 12.21 | - | - | |
Franklin Investment Grade Corporate | US35473P6034 | 11.68 | 21.32 | +0.57% | |
Franklin Growth R6 | - | 6.13 | - | - | |
Franklin International Core Equity Adv | - | 5.38 | - | - | |
Franklin High Yield Corporate ETF | - | 4.25 | - | - | |
BrandywineGLOBAL Global Opp Bond IS | - | 4.05 | - | - | |
Putnam Large Cap Value R6 | - | 3.63 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 3.33 | 60.03 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 28.73B | 0.57 | 4.45 | 5.21 | ||
Franklin Rising Dividends R | 172.29M | -2.90 | 6.31 | 9.69 | ||
Franklin Rising Dividends R6 | 3.36B | -2.71 | 6.92 | 10.34 | ||
Franklin Rising Dividends Adv | 4.05B | -2.73 | 6.85 | 10.24 | ||
Franklin Rising Dividends A | 18.36B | -2.82 | 6.58 | 9.96 |
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