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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.35 | 0.00 |
Stocks | 96.26 | 96.26 | 0.00 |
Bonds | 3.38 | 3.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.88 | 17.71 |
Price to Book | 2.02 | 2.74 |
Price to Sales | 1.24 | 1.86 |
Price to Cash Flow | 8.41 | 11.16 |
Dividend Yield | 2.42 | 2.01 |
5 Years Earnings Growth | 8.06 | 11.58 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.45 | 14.97 |
Healthcare | 17.38 | 12.77 |
Industrials | 17.08 | 12.62 |
Energy | 9.29 | 4.64 |
Technology | 9.12 | 20.68 |
Consumer Cyclical | 7.70 | 12.07 |
Communication Services | 6.96 | 6.57 |
Consumer Defensive | 6.23 | 6.29 |
Real Estate | 5.47 | 4.01 |
Basic Materials | 2.06 | 3.83 |
Utilities | 1.27 | 2.47 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.84 | - | - | |
CVS Health Corp | - | 2.58 | - | - | |
Medtronic | IE00BTN1Y115 | 2.43 | 84.26 | -0.05% | |
Bank of America | US0605051046 | 2.39 | 38.83 | +0.87% | |
Chevron Corp | - | 2.39 | - | - | |
The Kraft Heinz Co | - | 2.38 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.35 | 68.02 | +1.70% | |
General Motors Co | - | 2.33 | - | - | |
Merck & Co Inc | - | 2.27 | - | - | |
Global Payments Inc | - | 2.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.19B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.15M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.64M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 295.99M | 3.47 | 2.85 | 3.52 |
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