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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 83.160 | 83.160 | 0.000 |
Bonds | 16.970 | 17.360 | 0.390 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 0.530 | 6.110 | 5.580 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.709 | 17.736 |
Price to Book | 2.989 | 2.545 |
Price to Sales | 1.913 | 1.797 |
Price to Cash Flow | 12.054 | 10.786 |
Dividend Yield | 1.809 | 2.219 |
5 Years Earnings Growth | 12.655 | 11.519 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.160 | 22.724 |
Financial Services | 14.390 | 15.003 |
Healthcare | 12.730 | 12.473 |
Industrials | 10.680 | 11.542 |
Consumer Cyclical | 9.810 | 10.735 |
Communication Services | 8.490 | 6.642 |
Consumer Defensive | 5.850 | 6.037 |
Basic Materials | 3.770 | 4.107 |
Energy | 3.700 | 4.565 |
Real Estate | 2.240 | 3.767 |
Utilities | 2.190 | 2.405 |
Number of long holdings: 2,200
Number of short holdings: 59
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.25 | 227.79 | +0.12% | |
Microsoft | US5949181045 | 3.83 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 3.69 | 121.40 | -2.13% | |
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.52 | - | - | |
Bcpudeal R Sofr P 08/18/25 Bc | - | 2.48 | - | - | |
Amazon.com | US0231351067 | 2.38 | 187.97 | -1.67% | |
Meta Platforms | US30303M1027 | 1.53 | 567.36 | -0.08% | |
5 Year Treasury Note Future Dec 24 | - | 1.37 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 1.24 | - | - | |
Eli Lilly | US5324571083 | 1.19 | 877.79 | -3.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 873.43M | 10.22 | 4.50 | 7.41 | ||
Putnam Retirement Advantage 2035:V | 69.16M | 14.21 | 4.53 | 7.33 | ||
Putnam Retirement Advantage 2035: 1 | 78.44M | 14.63 | 5.10 | 7.92 | ||
Putnam Retirement Advantage 2035: 2 | 2.26M | 14.56 | 4.99 | 7.80 | ||
Putnam Retirement Advantage 2035: 4 | 3.59M | 14.35 | 4.68 | 7.48 |
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