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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 27.850 | 32.310 | 4.460 |
Bonds | 72.680 | 75.700 | 3.020 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.410 | 0.410 | 0.000 |
Other | 0.050 | 1.120 | 1.070 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.254 | 16.984 |
Price to Book | 2.555 | 2.507 |
Price to Sales | 1.496 | 1.758 |
Price to Cash Flow | 9.858 | 10.538 |
Dividend Yield | 2.676 | 2.212 |
5 Years Earnings Growth | 11.471 | 11.283 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.040 | 20.955 |
Financial Services | 13.870 | 15.056 |
Healthcare | 12.120 | 12.210 |
Consumer Cyclical | 10.070 | 10.546 |
Communication Services | 9.850 | 6.538 |
Industrials | 9.740 | 11.478 |
Consumer Defensive | 6.180 | 6.488 |
Energy | 4.300 | 4.955 |
Real Estate | 3.570 | 4.635 |
Basic Materials | 3.510 | 4.434 |
Utilities | 2.750 | 2.704 |
Number of long holdings: 2,577
Number of short holdings: 123
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Jun24 Fvm4 | - | 4.39 | - | - | |
Us 2yr Note (Cbt) Jun24 Tum4 | - | 3.96 | - | - | |
Federal National Mortgage Association 2% | - | 2.17 | - | - | |
Federal National Mortgage Association 6.5% | - | 1.86 | - | - | |
Federal National Mortgage Association 2.5% | - | 1.81 | - | - | |
Us 10yr Note (Cbt)jun24 Tym4 | - | 1.61 | - | - | |
Apple | US0378331005 | 1.58 | 189.87 | +0.02% | |
Microsoft | US5949181045 | 1.49 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 1.38 | 924.79 | -1.99% | |
United States Treasury Notes 0.5% | - | 1.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 2.27M | 4.22 | 3.57 | 7.20 | ||
Putnam Retirement Advantage 2035:V | 68.52M | 4.11 | 3.25 | 6.87 | ||
Putnam Retirement Advantage 2035: 1 | 75.28M | 4.33 | 3.83 | 7.47 | ||
Putnam Retirement Advantage 2035: 2 | 2.02M | 4.29 | 3.71 | 7.35 | ||
Putnam Retirement Advantage 2035: 4 | 3.38M | 4.20 | 3.41 | 7.04 |
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