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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.15 | 0.00 |
Shares | 96.54 | 96.54 | 0.00 |
Bonds | 3.31 | 3.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.16 | 17.70 |
Price to Book | 1.88 | 2.74 |
Price to Sales | 1.18 | 1.87 |
Price to Cash Flow | 7.83 | 11.20 |
Dividend Yield | 2.55 | 2.02 |
5 Years Earnings Growth | 8.69 | 11.54 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.61 | 12.65 |
Financial Services | 17.41 | 14.98 |
Industrials | 16.93 | 12.71 |
Energy | 10.31 | 4.74 |
Technology | 9.08 | 20.67 |
Communication Services | 7.03 | 6.63 |
Consumer Defensive | 6.50 | 6.29 |
Real Estate | 5.65 | 3.99 |
Consumer Cyclical | 5.20 | 11.91 |
Basic Materials | 2.57 | 3.85 |
Utilities | 1.70 | 2.51 |
Number of long holdings: 67
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.76 | 196.69 | -0.70% | |
Chevron | US1667641005 | 2.89 | 156.12 | -1.47% | |
Kraft Heinz | US5007541064 | 2.69 | 32.44 | -1.10% | |
Bank of America | US0605051046 | 2.51 | 38.85 | -1.36% | |
General Motors | US37045V1008 | 2.47 | 45.77 | -1.38% | |
Novartis ADR | US66987V1098 | 2.47 | 107.08 | -0.27% | |
Medtronic | IE00BTN1Y115 | 2.41 | 79.59 | -1.02% | |
BP | GB0007980591 | 2.38 | 470.55 | -0.71% | |
United Parcel Service | US9113121068 | 2.38 | 137.99 | +2.70% | |
CVS Health Corp | US1266501006 | 2.36 | 60.25 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.07B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 189.6M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.04M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 293.11M | 7.84 | 3.57 | 3.85 | ||
Templeton Growth A | 8.18B | 7.71 | 3.26 | 3.51 |
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