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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.87 | 13.76 | 7.89 |
Shares | 57.04 | 57.36 | 0.32 |
Bonds | 36.91 | 37.00 | 0.09 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.12 | 0.66 | 0.54 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.49 | 18.44 |
Price to Book | 2.82 | 3.22 |
Price to Sales | 1.91 | 2.21 |
Price to Cash Flow | 10.60 | 12.22 |
Dividend Yield | 2.07 | 1.94 |
5 Years Earnings Growth | 10.11 | 11.22 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.31 | 23.90 |
Financial Services | 15.48 | 15.86 |
Healthcare | 12.30 | 13.10 |
Industrials | 10.53 | 10.12 |
Consumer Cyclical | 9.88 | 9.98 |
Communication Services | 7.98 | 7.49 |
Consumer Defensive | 7.38 | 6.06 |
Basic Materials | 3.42 | 3.18 |
Energy | 2.98 | 4.98 |
Utilities | 2.22 | 3.22 |
Real Estate | 1.52 | 3.40 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Equity Advisor | - | 20.81 | - | - | |
Franklin U.S. Core Bond ETF | - | 15.68 | - | - | |
Franklin Growth R6 | - | 9.27 | - | - | |
Franklin International Core Equity Adv | - | 8.12 | - | - | |
Franklin U.S. Treasury Bond ETF | - | 7.99 | - | - | |
Franklin Investment Grade Corporate | US35473P6034 | 7.65 | 21.13 | -0.52% | |
Putnam Large Cap Value R6 | - | 5.49 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 5.03 | 61.18 | +0.89% | |
Franklin High Yield Corporate ETF | - | 2.78 | - | - | |
BrandywineGLOBAL Global Opp Bond IS | - | 2.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 28.76B | 0.57 | 4.45 | 5.21 | ||
Franklin Rising Dividends Adv | 4.08B | -2.73 | 6.85 | 10.24 | ||
Franklin Rising Dividends A | 18.5B | -2.82 | 6.58 | 9.96 | ||
Franklin Rising Dividends C | 744.69M | -3.05 | 5.78 | 9.14 | ||
Franklin Rising Dividends R | 173.36M | -2.90 | 6.31 | 9.69 |
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