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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.53 | 5.82 | 0.29 |
Shares | 80.86 | 80.86 | 0.00 |
Bonds | 1.58 | 1.58 | 0.00 |
Preferred | 12.03 | 12.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.15 | 15.64 |
Price to Book | 2.82 | 2.48 |
Price to Sales | 2.53 | 1.69 |
Price to Cash Flow | 11.73 | 10.46 |
Dividend Yield | 2.57 | 2.53 |
5 Years Earnings Growth | 8.04 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.69 | 21.21 |
Healthcare | 13.81 | 15.60 |
Industrials | 12.57 | 11.67 |
Consumer Defensive | 11.17 | 8.55 |
Technology | 9.00 | 12.46 |
Energy | 8.85 | 7.60 |
Utilities | 8.36 | 5.34 |
Real Estate | 5.66 | 3.52 |
Consumer Cyclical | 5.60 | 6.76 |
Basic Materials | 2.43 | 3.41 |
Communication Services | 0.86 | 5.54 |
Number of long holdings: 85
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.42 | 266.88 | +0.43% | |
Morgan Stanley | US6174464486 | 3.24 | 132.28 | +0.35% | |
Chevron | US1667641005 | 3.16 | 141.60 | +0.99% | |
Bank of America | US0605051046 | 2.83 | 45.06 | +0.21% | |
P&G | US7427181091 | 2.69 | 162.37 | -1.01% | |
Duke Energy | US26441C2044 | 2.60 | 115.84 | +0.53% | |
J&J | US4781601046 | 2.58 | 155.53 | +0.32% | |
Walmart | US9311421039 | 2.47 | 97.47 | 0.00% | |
Charles Schwab | US8085131055 | 2.06 | 88.43 | +0.20% | |
Apollo Global Management Prf A | US03769M3043 | 2.00 | 71.62 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 28.85B | 0.57 | 4.45 | 5.21 | ||
Franklin Rising Dividends Adv | 4.1B | -2.73 | 6.85 | 10.24 | ||
Franklin Rising Dividends C | 748.74M | -3.05 | 5.78 | 9.14 | ||
Franklin Rising Dividends A | 18.59B | -2.82 | 6.58 | 9.96 | ||
Franklin Rising Dividends R | 174.28M | -2.90 | 6.31 | 9.69 |
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