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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 25.750 | 28.140 | 2.390 |
Shares | 9.220 | 15.690 | 6.470 |
Bonds | 20.630 | 21.110 | 0.480 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 44.320 | 45.510 | 1.190 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.837 | 17.783 |
Price to Book | 3.290 | 2.705 |
Price to Sales | 2.062 | 1.888 |
Price to Cash Flow | 12.126 | 11.246 |
Dividend Yield | 1.647 | 1.947 |
5 Years Earnings Growth | 11.973 | 11.323 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.370 | 23.043 |
Financial Services | 15.510 | 15.637 |
Healthcare | 11.440 | 11.210 |
Consumer Cyclical | 10.790 | 10.890 |
Communication Services | 10.510 | 8.700 |
Industrials | 9.740 | 10.590 |
Consumer Defensive | 5.700 | 6.133 |
Basic Materials | 3.330 | 3.860 |
Energy | 3.130 | 3.217 |
Real Estate | 2.250 | 4.170 |
Utilities | 2.220 | 2.550 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PUTNAM BALANCED PORTFOLIO | - | 44.39 | - | - | |
Putnam Ret Adv GAA Conservative Port | - | 28.06 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV Putnam 529 for America balanceda | 28.16M | -1.08 | 6.42 | 6.53 | ||
NV Putnam 529 for America SSgA SP 5 | 20.37M | -4.39 | 8.47 | 11.91 | ||
NV Putnam 529 for America balancedd | 1.96M | -1.11 | 6.41 | 6.53 |
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