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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.13 | 3.14 | 0.01 |
Stocks | 22.77 | 22.86 | 0.09 |
Bonds | 60.82 | 60.82 | 0.00 |
Convertible | 1.02 | 1.02 | 0.00 |
Preferred | 12.16 | 12.16 | 0.00 |
Other | 0.10 | 0.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.93 | 18.16 |
Price to Book | 2.40 | 3.08 |
Price to Sales | 1.81 | 2.07 |
Price to Cash Flow | 9.17 | 11.94 |
Dividend Yield | 3.65 | 2.01 |
5 Years Earnings Growth | 6.18 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Utilities | 18.25 | 3.05 |
Healthcare | 17.17 | 13.34 |
Energy | 14.83 | 5.49 |
Consumer Defensive | 12.03 | 6.30 |
Industrials | 10.69 | 10.85 |
Financial Services | 10.03 | 15.00 |
Technology | 7.03 | 22.94 |
Basic Materials | 5.90 | 3.51 |
Consumer Cyclical | 2.15 | 10.05 |
Communication Services | 1.91 | 7.22 |
Number of long holdings: 618
Number of short holdings: 52
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 2.75 | - | - | |
United States Treasury Notes | - | 1.99 | - | - | |
United States Treasury Bonds | - | 1.97 | - | - | |
United States Treasury Notes | - | 1.69 | - | - | |
Chevron Corp | - | 1.61 | - | - | |
United States Treasury Notes | - | 1.35 | - | - | |
Lockheed Martin Corp | - | 1.18 | - | - | |
Johnson & Johnson | - | 1.08 | - | - | |
Southern Co | - | 0.98 | - | - | |
Exxon Mobil Corp | - | 0.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Templeton Growth A | 8.31B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.88M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.79M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 297.3M | 3.47 | 2.85 | 3.52 | ||
Franklin Rising Dividends A | 18.71B | 2.71 | 6.00 | 10.33 |
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