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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.220 | 0.440 | 0.220 |
Stocks | 78.210 | 78.300 | 0.090 |
Bonds | 20.860 | 21.340 | 0.480 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.610 | 7.260 | 6.650 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.688 | 17.721 |
Price to Book | 2.980 | 2.602 |
Price to Sales | 1.907 | 1.847 |
Price to Cash Flow | 12.037 | 11.062 |
Dividend Yield | 1.810 | 2.083 |
5 Years Earnings Growth | 12.648 | 11.681 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.100 | 22.676 |
Financial Services | 14.380 | 15.161 |
Healthcare | 12.750 | 12.503 |
Industrials | 10.710 | 11.446 |
Consumer Cyclical | 9.810 | 10.690 |
Communication Services | 8.480 | 6.753 |
Consumer Defensive | 5.850 | 6.138 |
Basic Materials | 3.800 | 4.110 |
Energy | 3.700 | 4.441 |
Real Estate | 2.240 | 3.589 |
Utilities | 2.180 | 2.496 |
Number of long holdings: 2,274
Number of short holdings: 60
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gsglpwdl R Sofr P 12/15/25 Gs | - | 4.19 | - | - | |
Apple | US0378331005 | 4.05 | 235.00 | +1.23% | |
Microsoft | US5949181045 | 3.65 | 418.16 | +0.35% | |
NVIDIA | US67066G1040 | 3.51 | 138.00 | +0.78% | |
Bcpudeal R Sofr P 08/18/25 Bc | - | 2.95 | - | - | |
Amazon.com | US0231351067 | 2.27 | 188.99 | +0.78% | |
5 Year Treasury Note Future Dec 24 | - | 1.70 | - | - | |
2 Year Treasury Note Future Dec 24 | - | 1.54 | - | - | |
Meta Platforms | US30303M1027 | 1.45 | 576.47 | -0.08% | |
Eli Lilly | US5324571083 | 1.13 | 917.97 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035: 2 | 2.28M | 16.13 | 6.66 | 8.17 | ||
Putnam Retirement Advantage 2035: 4 | 3.6M | 15.87 | 6.34 | 7.84 | ||
Putnam Retirement Advantage 2035:II | 903.8M | 10.22 | 4.50 | 7.41 | ||
Putnam Retirement Advantage 2035:V | 68.94M | 14.21 | 4.53 | 7.33 | ||
Putnam Retirement Advantage 2035: 1 | 78.63M | 16.18 | 6.77 | 8.28 |
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