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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 0.15 | 0.00 |
Shares | 96.54 | 96.54 | 0.00 |
Bonds | 3.31 | 3.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.16 | 17.71 |
Price to Book | 1.88 | 2.74 |
Price to Sales | 1.18 | 1.86 |
Price to Cash Flow | 7.83 | 11.18 |
Dividend Yield | 2.55 | 2.01 |
5 Years Earnings Growth | 8.69 | 11.55 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.61 | 12.68 |
Financial Services | 17.41 | 14.97 |
Industrials | 16.93 | 12.71 |
Energy | 10.31 | 4.68 |
Technology | 9.08 | 20.73 |
Communication Services | 7.03 | 6.61 |
Consumer Defensive | 6.50 | 6.27 |
Real Estate | 5.65 | 4.01 |
Consumer Cyclical | 5.20 | 11.93 |
Basic Materials | 2.57 | 3.84 |
Utilities | 1.70 | 2.49 |
Number of long holdings: 67
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.76 | 202.63 | +1.66% | |
Chevron | US1667641005 | 2.89 | 162.30 | +2.55% | |
Kraft Heinz | US5007541064 | 2.69 | 35.37 | +2.08% | |
Bank of America | US0605051046 | 2.51 | 39.99 | +3.52% | |
General Motors | US37045V1008 | 2.47 | 44.99 | +3.64% | |
Novartis ADR | US66987V1098 | 2.47 | 103.13 | +2.41% | |
Medtronic | IE00BTN1Y115 | 2.41 | 81.37 | +0.96% | |
BP | GB0007980591 | 2.38 | 488.15 | +0.60% | |
United Parcel Service | US9113121068 | 2.38 | 138.93 | +1.53% | |
CVS Health Corp | US1266501006 | 2.36 | 59.60 | +6.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.94B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.21B | 3.37 | 2.55 | 3.18 | ||
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 |
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