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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.00 | 8.05 | 4.05 |
Shares | 80.05 | 80.22 | 0.17 |
Bonds | 15.12 | 15.42 | 0.30 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 0.76 | 1.30 | 0.54 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.30 | 18.36 |
Price to Book | 3.27 | 2.91 |
Price to Sales | 2.26 | 2.04 |
Price to Cash Flow | 12.42 | 11.40 |
Dividend Yield | 1.77 | 1.96 |
5 Years Earnings Growth | 9.75 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.21 | 22.03 |
Financial Services | 14.77 | 15.39 |
Consumer Cyclical | 10.59 | 10.23 |
Healthcare | 10.20 | 11.88 |
Industrials | 10.05 | 11.40 |
Communication Services | 9.18 | 7.83 |
Consumer Defensive | 5.45 | 6.66 |
Basic Materials | 3.08 | 3.55 |
Energy | 2.76 | 5.29 |
Utilities | 2.19 | 3.15 |
Real Estate | 1.51 | 4.10 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Equity Advisor | - | 23.03 | - | - | |
Franklin Growth R6 | - | 11.45 | - | - | |
Franklin U.S. Equity Index | US35473P4054 | 10.00 | 58.81 | -0.07% | |
Franklin International Core Equity Adv | - | 8.89 | - | - | |
Putnam Large Cap Value R6 | - | 7.84 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 7.19 | 68.32 | -0.32% | |
Franklin U.S. Core Bond ETF | - | 6.54 | - | - | |
Franklin Emerging Market Core Equity Adv | - | 3.57 | - | - | |
Franklin U.S. Treasury Bond ETF | - | 3.32 | - | - | |
Franklin Investment Grade Corporate | US35473P6034 | 3.19 | 21.87 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.54B | 8.60 | 8.69 | 6.99 | ||
Franklin Rising Dividends Adv | 4.29B | 10.02 | 12.76 | 12.37 | ||
Franklin Rising Dividends A | 19.48B | 9.83 | 12.48 | 12.09 | ||
Franklin Rising Dividends C | 744.54M | 9.28 | 11.64 | 11.25 | ||
Franklin Rising Dividends R | 178.97M | 9.65 | 12.20 | 11.81 |
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