
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.40 | 4.39 | 1.99 |
Stocks | 94.94 | 94.94 | 0.00 |
Bonds | 2.67 | 2.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.84 | 18.14 |
Price to Book | 2.01 | 2.93 |
Price to Sales | 1.27 | 2.04 |
Price to Cash Flow | 8.49 | 11.87 |
Dividend Yield | 2.69 | 1.95 |
5 Years Earnings Growth | 7.38 | 11.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.40 | 15.70 |
Healthcare | 16.39 | 11.97 |
Industrials | 14.29 | 12.51 |
Technology | 11.22 | 21.64 |
Consumer Defensive | 7.21 | 5.72 |
Energy | 7.16 | 3.99 |
Communication Services | 6.05 | 7.10 |
Real Estate | 5.66 | 3.80 |
Consumer Cyclical | 5.14 | 11.84 |
Utilities | 3.86 | 2.97 |
Basic Materials | 1.62 | 3.64 |
Number of long holdings: 71
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.01 | 43.28 | +0.49% | |
Federal Home Loan Banks 0% | - | 2.83 | - | - | |
Chevron | US1667641005 | 2.24 | 165.94 | +0.56% | |
EOG Resources | US26875P1012 | 2.21 | 127.38 | -0.69% | |
Merck&Co | US58933Y1055 | 2.13 | 87.87 | -4.81% | |
PNC Financial | US6934751057 | 2.13 | 176.88 | +0.19% | |
Fiserv | US3377381088 | 2.12 | 222.62 | +0.37% | |
Global Payments | US37940X1028 | 2.12 | 98.91 | -0.10% | |
JPMorgan | US46625H1005 | 2.10 | 251.13 | +1.24% | |
American Tower | US03027X1000 | 2.10 | 209.50 | -1.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.39B | 3.50 | 4.73 | 5.56 | ||
Franklin Rising Dividends Adv | 4.02B | 2.71 | 8.10 | 10.75 | ||
Franklin Rising Dividends A | 18.06B | 2.67 | 7.83 | 10.48 | ||
Franklin Rising Dividends C | 754.15M | 2.55 | 7.03 | 9.65 | ||
Franklin Rising Dividends R | 170.41M | 2.63 | 7.56 | 10.20 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review