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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.800 | 0.800 | 0.000 |
Stocks | 96.390 | 96.390 | 0.000 |
Bonds | 2.810 | 2.810 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.968 | 13.471 |
Price to Book | 1.689 | 1.978 |
Price to Sales | 1.057 | 1.282 |
Price to Cash Flow | 7.945 | 8.482 |
Dividend Yield | 2.708 | 3.108 |
5 Years Earnings Growth | 8.380 | 9.472 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.290 | 14.257 |
Financial Services | 17.980 | 18.766 |
Industrials | 15.360 | 12.597 |
Consumer Defensive | 10.800 | 10.959 |
Energy | 9.110 | 6.776 |
Consumer Cyclical | 7.970 | 8.636 |
Communication Services | 7.940 | 8.017 |
Technology | 6.540 | 12.432 |
Basic Materials | 3.170 | 5.246 |
Real Estate | 1.840 | 3.958 |
Number of long holdings: 71
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.54 | 32.67 | +0.20% | |
CVS Health Corp | - | 2.27 | - | - | |
Medtronic | IE00BTN1Y115 | 2.21 | 85.76 | +0.69% | |
Deutsche Telekom AG | DE0005557508 | 2.16 | 21.885 | -1.02% | |
Global Payments Inc | - | 2.15 | - | - | |
BNP Paribas | FR0000131104 | 2.14 | 67.59 | +0.10% | |
Everest Group Ltd | - | 2.14 | - | - | |
General Motors Co | - | 2.10 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.07 | 73.19 | +0.45% | |
Seven & i Holdings | JP3422950000 | 2.07 | 2,030.0 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.36B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 192.13M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.24M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.33M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.37B | 3.37 | 2.55 | 3.18 |
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