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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 7.50 | 4.37 |
Shares | 62.02 | 62.14 | 0.12 |
Bonds | 34.69 | 34.96 | 0.27 |
Other | 0.15 | 0.55 | 0.40 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.40 | 18.77 |
Price to Book | 3.03 | 3.25 |
Price to Sales | 1.85 | 2.23 |
Price to Cash Flow | 12.09 | 12.31 |
Dividend Yield | 1.90 | 1.93 |
5 Years Earnings Growth | 11.22 | 10.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.21 | 24.21 |
Financial Services | 13.77 | 15.90 |
Healthcare | 13.00 | 12.77 |
Industrials | 10.76 | 10.22 |
Consumer Cyclical | 10.04 | 9.94 |
Communication Services | 7.86 | 7.55 |
Consumer Defensive | 6.05 | 6.05 |
Basic Materials | 3.69 | 3.18 |
Energy | 3.33 | 4.89 |
Utilities | 2.67 | 3.21 |
Real Estate | 1.63 | 3.37 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Core Equity Advisor | - | 23.10 | - | - | |
Franklin U.S. Core Bond | US35473P5531 | 14.81 | 21.42 | +0.21% | |
Franklin Growth R6 | - | 10.21 | - | - | |
Franklin U.S. Treasury Bond | US35473P4880 | 7.45 | 20.43 | +0.27% | |
Franklin Investment Grade Corporate | US35473P6034 | 7.13 | 21.54 | +0.21% | |
Franklin International Core Equity Adv | - | 6.87 | - | - | |
Franklin U.S. Large Cap Multifactor Index | US35473P8014 | 5.31 | 64.96 | +0.70% | |
ClearBridge Large Cap Value IS | - | 4.25 | - | - | |
Franklin High Yield Corporate ETF | - | 2.81 | - | - | |
BrandywineGLOBAL Global Opp Bond IS | - | 2.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.35B | 5.44 | 7.94 | 6.11 | ||
Franklin Rising Dividends Adv | 4.26B | 6.10 | 12.93 | 11.28 | ||
Franklin Rising Dividends A | 19.35B | 5.97 | 12.64 | 11.00 | ||
Franklin Rising Dividends C | 755.64M | 5.58 | 11.80 | 10.17 | ||
Franklin Rising Dividends R | 181.75M | 5.84 | 12.36 | 10.72 |
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