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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.29 | 2.29 | 0.00 |
Stocks | 88.19 | 88.19 | 0.00 |
Preferred | 9.53 | 9.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 15.28 |
Price to Book | 2.73 | 2.41 |
Price to Sales | 2.34 | 1.62 |
Price to Cash Flow | 11.84 | 10.12 |
Dividend Yield | 2.73 | 2.62 |
5 Years Earnings Growth | 7.87 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.54 | 20.54 |
Healthcare | 18.18 | 15.25 |
Energy | 11.47 | 8.52 |
Industrials | 10.67 | 11.92 |
Technology | 10.53 | 12.44 |
Consumer Defensive | 10.07 | 8.47 |
Utilities | 6.51 | 5.05 |
Consumer Cyclical | 3.79 | 6.46 |
Real Estate | 3.71 | 3.57 |
Basic Materials | 2.36 | 3.94 |
Communication Services | 2.16 | 5.46 |
Number of long holdings: 82
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.67 | 202.63 | +1.66% | |
Chevron | US1667641005 | 3.60 | 162.30 | +2.55% | |
Morgan Stanley | US6174464486 | 3.25 | 97.84 | +0.63% | |
J&J | US4781601046 | 2.81 | 146.67 | +0.96% | |
Bank of America | US0605051046 | 2.76 | 39.99 | +3.52% | |
P&G | US7427181091 | 2.68 | 164.54 | +1.21% | |
Oracle | US68389X1054 | 2.28 | 117.19 | +0.09% | |
Broadcom | US11135F1012 | 2.18 | 1,328.55 | -2.45% | |
Duke Energy | US26441C2044 | 2.17 | 103.57 | +2.24% | |
HCA | US40412C1018 | 2.11 | 339.61 | +1.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.94B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 189.43M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.22M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 293.87M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.21B | 3.37 | 2.55 | 3.18 |
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