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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.700 | 3.100 | 1.400 |
Shares | 95.510 | 95.510 | 0.000 |
Bonds | 2.790 | 2.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.306 | 15.917 |
Price to Book | 1.950 | 2.483 |
Price to Sales | 1.255 | 1.706 |
Price to Cash Flow | 8.464 | 10.440 |
Dividend Yield | 2.841 | 2.514 |
5 Years Earnings Growth | 8.400 | 9.402 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.590 | 21.385 |
Industrials | 15.190 | 11.915 |
Healthcare | 14.460 | 14.934 |
Technology | 11.350 | 12.933 |
Consumer Cyclical | 7.080 | 6.870 |
Energy | 7.060 | 7.457 |
Communication Services | 6.330 | 5.624 |
Consumer Defensive | 6.270 | 8.416 |
Real Estate | 5.890 | 3.427 |
Utilities | 4.160 | 5.294 |
Basic Materials | 1.620 | 3.411 |
Number of long holdings: 77
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.18 | 45.51 | -3.72% | |
JPMorgan | US46625H1005 | 2.87 | 284.99 | -3.80% | |
Chevron | US1667641005 | 2.24 | 153.14 | +0.99% | |
EOG Resources | US26875P1012 | 2.20 | 118.37 | -1.37% | |
Global Payments | US37940X1028 | 2.15 | 77.79 | -2.71% | |
American Tower | US03027X1000 | 2.13 | 215.17 | +3.25% | |
Entergy | US29364G1031 | 2.11 | 89.85 | -0.64% | |
PNC Financial | US6934751057 | 2.08 | 184.53 | -3.02% | |
Fiserv | US3377381088 | 2.06 | 137.13 | -1.30% | |
Charter Communications | US16119P1084 | 2.06 | 268.95 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.21B | 5.44 | 7.94 | 6.11 | ||
Franklin Rising Dividends A | 19.27B | 5.97 | 12.64 | 11.00 | ||
Franklin Rising Dividends Adv | 4.24B | 6.10 | 12.93 | 11.28 | ||
Franklin Rising Dividends C | 752.15M | 5.58 | 11.80 | 10.17 | ||
Franklin Rising Dividends R | 180.56M | 5.84 | 12.36 | 10.72 |
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