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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 39.420 | 52.490 | 13.070 |
Bonds | 59.000 | 61.030 | 2.030 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.220 | 0.220 | 0.000 |
Other | 1.640 | 5.760 | 4.120 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.551 | 17.174 |
Price to Book | 3.140 | 2.604 |
Price to Sales | 1.943 | 1.849 |
Price to Cash Flow | 12.367 | 10.945 |
Dividend Yield | 1.835 | 2.118 |
5 Years Earnings Growth | 12.225 | 11.645 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.250 | 21.780 |
Financial Services | 13.690 | 15.111 |
Healthcare | 12.350 | 12.372 |
Industrials | 10.840 | 11.351 |
Consumer Cyclical | 9.730 | 10.504 |
Communication Services | 9.680 | 6.681 |
Consumer Defensive | 5.890 | 6.364 |
Basic Materials | 4.040 | 4.245 |
Energy | 3.580 | 4.561 |
Utilities | 2.560 | 2.782 |
Real Estate | 2.390 | 4.273 |
Number of long holdings: 2,712
Number of short holdings: 62
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
5 Year Treasury Note Future Dec 24 | - | 5.32 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 5.27 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 3.10 | - | - | |
Apple | US0378331005 | 2.95 | 228.22 | +1.38% | |
Microsoft | US5949181045 | 2.63 | 426.89 | +0.40% | |
NVIDIA | US67066G1040 | 2.59 | 146.80 | +0.36% | |
Gsglpwdl R Sofr P 12/15/25 Gs | - | 2.44 | - | - | |
Ultra US Treasury Bond Future Dec 24 | - | 2.39 | - | - | |
US Treasury Bond Future Dec 24 | - | 2.02 | - | - | |
Bcpudeal R Sofr P 09/25/25 Bc | - | 1.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035: 2 | 2.32M | 14.21 | 4.93 | 7.78 | ||
Putnam Retirement Advantage 2035: 4 | 3.65M | 13.94 | 4.62 | 7.45 | ||
Putnam Retirement Advantage 2035:II | 912.73M | 10.22 | 4.50 | 7.41 | ||
Putnam Retirement Advantage 2035:V | 70.91M | 13.74 | 4.47 | 7.29 | ||
Putnam Retirement Advantage 2035: 1 | 79.54M | 14.28 | 5.04 | 7.89 |
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