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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.15 | 0.00 |
Stocks | 96.54 | 96.54 | 0.00 |
Bonds | 3.31 | 3.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.16 | 17.73 |
Price to Book | 1.88 | 2.75 |
Price to Sales | 1.18 | 1.87 |
Price to Cash Flow | 7.83 | 11.20 |
Dividend Yield | 2.55 | 2.01 |
5 Years Earnings Growth | 8.69 | 11.55 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.61 | 12.67 |
Financial Services | 17.41 | 14.98 |
Industrials | 16.93 | 12.72 |
Energy | 10.31 | 4.70 |
Technology | 9.08 | 20.70 |
Communication Services | 7.03 | 6.62 |
Consumer Defensive | 6.50 | 6.29 |
Real Estate | 5.65 | 4.00 |
Consumer Cyclical | 5.20 | 11.91 |
Basic Materials | 2.57 | 3.84 |
Utilities | 1.70 | 2.50 |
Number of long holdings: 67
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.76 | 194.31 | -2.66% | |
Chevron | US1667641005 | 2.89 | 156.33 | -0.26% | |
Kraft Heinz | US5007541064 | 2.69 | 33.67 | +0.37% | |
Bank of America | US0605051046 | 2.51 | 38.68 | -2.50% | |
General Motors | US37045V1008 | 2.47 | 48.24 | +1.41% | |
Novartis ADR | US66987V1098 | 2.47 | 104.42 | -0.93% | |
Medtronic | IE00BTN1Y115 | 2.41 | 82.47 | -0.81% | |
BP | GB0007980591 | 2.38 | 468.35 | -0.53% | |
United Parcel Service | US9113121068 | 2.38 | 137.05 | -0.46% | |
CVS Health Corp | US1266501006 | 2.36 | 60.09 | -0.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.03B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth A | 8.26B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 190.88M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.54M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 296.26M | 7.84 | 3.57 | 3.85 |
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