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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.86 | 16.05 | 13.19 |
Stocks | 63.65 | 63.94 | 0.29 |
Bonds | 31.46 | 31.50 | 0.04 |
Preferred | 0.31 | 0.31 | 0.00 |
Other | 1.73 | 2.36 | 0.63 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.92 | 15.95 |
Price to Book | 2.99 | 2.40 |
Price to Sales | 2.24 | 1.82 |
Price to Cash Flow | 11.27 | 10.22 |
Dividend Yield | 3.10 | 2.83 |
5 Years Earnings Growth | 10.40 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.95 | 19.21 |
Consumer Cyclical | 13.05 | 8.64 |
Financial Services | 12.98 | 15.74 |
Healthcare | 11.40 | 10.86 |
Communication Services | 9.58 | 6.79 |
Industrials | 7.61 | 10.91 |
Consumer Defensive | 6.75 | 7.42 |
Energy | 5.29 | 6.47 |
Basic Materials | 4.27 | 4.27 |
Real Estate | 1.30 | 6.96 |
Utilities | 0.82 | 5.31 |
Number of long holdings: 250
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.54 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 2.82 | 138.85 | +2.63% | |
Canada (Government of) 0% | - | 2.49 | - | - | |
Germany 2.3 15-Feb-2033 | DE000BU2Z007 | 2.48 | 99.490 | -0.40% | |
Microsoft | US5949181045 | 2.12 | 408.43 | -0.51% | |
Franklin Systematic Style Premia | US35473P5465 | 1.97 | 23.93 | -0.37% | |
Alphabet A | US02079K3059 | 1.83 | 185.23 | -0.49% | |
Booking | US09857L1089 | 1.73 | 5,044.40 | +0.71% | |
United States Treasury Notes 4% | - | 1.72 | - | - | |
J&J | US4781601046 | 1.55 | 156.15 | -0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.57B | 1.32 | 3.57 | 5.73 | ||
Franklin Rising Dividends Adv | 4.26B | 3.42 | 7.20 | 11.45 | ||
Franklin Rising Dividends A | 19.09B | 3.40 | 6.94 | 11.17 | ||
Franklin Rising Dividends C | 826.42M | 3.33 | 6.14 | 10.34 | ||
Franklin Rising Dividends R | 181.04M | 3.38 | 6.67 | 10.89 |
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