Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.71 | 6.51 | 3.80 |
| Shares | 82.03 | 82.31 | 0.28 |
| Bonds | 14.05 | 14.56 | 0.51 |
| Preferred | 0.07 | 0.07 | 0.00 |
| Other | 1.15 | 1.77 | 0.62 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.27 | 18.29 |
| Price to Book | 3.25 | 2.92 |
| Price to Sales | 2.21 | 2.06 |
| Price to Cash Flow | 12.33 | 11.45 |
| Dividend Yield | 1.78 | 1.94 |
| 5 Years Earnings Growth | 9.40 | 10.77 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 30.02 | 22.18 |
| Financial Services | 14.61 | 15.13 |
| Consumer Cyclical | 10.70 | 10.23 |
| Healthcare | 10.17 | 11.79 |
| Industrials | 10.10 | 11.40 |
| Communication Services | 9.61 | 7.88 |
| Consumer Defensive | 5.34 | 6.60 |
| Basic Materials | 3.19 | 3.54 |
| Energy | 2.62 | 5.26 |
| Utilities | 2.11 | 3.15 |
| Real Estate | 1.55 | 4.07 |
Number of long holdings: 21
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Franklin U.S. Core Equity Advisor | - | 23.17 | - | - | |
| Franklin Growth R6 | - | 10.92 | - | - | |
| Franklin U.S. Equity Index | US35473P4054 | 10.35 | 59.98 | -0.59% | |
| Franklin International Core Equity Adv | - | 8.44 | - | - | |
| Putnam Large Cap Value R6 | - | 7.90 | - | - | |
| Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 7.30 | 69.55 | -0.59% | |
| Franklin U.S. Core Bond ETF | - | 6.20 | - | - | |
| Franklin Emerging Market Core Equity Adv | - | 4.50 | - | - | |
| Franklin U.S. Treasury Bond ETF | - | 3.14 | - | - | |
| Templeton Developing Markets R6 | - | 3.03 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Franklin Income A | 29.61B | 9.53 | 10.99 | 7.48 | ||
| Franklin Rising Dividends Adv | 4.32B | 11.34 | 16.31 | 12.83 | ||
| Franklin Rising Dividends C | 738.71M | 10.52 | 15.16 | 11.71 | ||
| Franklin Rising Dividends A | 19.54B | 11.14 | 16.02 | 12.55 | ||
| Franklin Rising Dividends R | 179.31M | 10.92 | 15.73 | 12.27 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review