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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 77.880 | 77.880 | 0.000 |
Bonds | 21.820 | 22.320 | 0.500 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.550 | 7.270 | 6.720 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.358 | 17.649 |
Price to Book | 2.980 | 2.609 |
Price to Sales | 1.903 | 1.848 |
Price to Cash Flow | 11.922 | 11.096 |
Dividend Yield | 1.807 | 2.087 |
5 Years Earnings Growth | 12.602 | 11.644 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.870 | 22.804 |
Financial Services | 14.090 | 15.065 |
Healthcare | 12.370 | 12.401 |
Industrials | 11.240 | 11.450 |
Consumer Cyclical | 10.050 | 10.709 |
Communication Services | 8.420 | 6.785 |
Consumer Defensive | 5.610 | 6.124 |
Basic Materials | 4.000 | 4.125 |
Energy | 3.860 | 4.484 |
Real Estate | 2.330 | 3.577 |
Utilities | 2.160 | 2.478 |
Number of long holdings: 2,284
Number of short holdings: 66
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gsglpwdl R Sofr P 12/15/25 Gs | - | 4.08 | - | - | |
Apple | US0378331005 | 3.95 | 228.20 | -0.29% | |
Microsoft | US5949181045 | 3.63 | 435.27 | -0.78% | |
NVIDIA | US67066G1040 | 3.49 | 116.00 | -1.59% | |
Bcpudeal R Sofr P 07/11/25 Bc | - | 3.07 | - | - | |
Amazon.com | US0231351067 | 2.40 | 191.60 | +0.91% | |
2 Year Treasury Note Future Sept 24 | - | 1.95 | - | - | |
5 Year Treasury Note Future Sept 24 | - | 1.95 | - | - | |
Meta Platforms | US30303M1027 | 1.35 | 561.35 | +0.40% | |
Alphabet A | US02079K3059 | 1.15 | 163.59 | +0.89% |
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 | 68.13M | 14.21 | 4.53 | 7.33 | ||
Putnam Retirement Advantage 2035: 1 | 78.06M | 14.63 | 5.10 | 7.92 | ||
Putnam Retirement Advantage 2035: 2 | 2.23M | 14.56 | 4.99 | 7.80 | ||
Putnam Retirement Advantage 2035: 4 | 3.55M | 14.35 | 4.68 | 7.48 |
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