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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.350 | 0.700 | 0.350 |
Shares | 57.920 | 65.500 | 7.580 |
Bonds | 41.100 | 42.090 | 0.990 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.500 | 6.980 | 6.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.935 | 17.720 |
Price to Book | 3.146 | 2.590 |
Price to Sales | 1.954 | 1.845 |
Price to Cash Flow | 12.322 | 11.069 |
Dividend Yield | 1.699 | 2.104 |
5 Years Earnings Growth | 12.816 | 11.620 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.820 | 22.164 |
Financial Services | 13.660 | 15.125 |
Healthcare | 12.740 | 12.418 |
Industrials | 11.330 | 11.505 |
Consumer Cyclical | 9.730 | 10.579 |
Communication Services | 8.560 | 6.781 |
Consumer Defensive | 5.740 | 6.166 |
Basic Materials | 3.940 | 4.155 |
Energy | 3.910 | 4.561 |
Real Estate | 2.420 | 3.992 |
Utilities | 2.140 | 2.554 |
Number of long holdings: 2,772
Number of short holdings: 82
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Sept 24 | - | 4.21 | - | - | |
5 Year Treasury Note Future Sept 24 | - | 4.20 | - | - | |
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.92 | - | - | |
Apple | US0378331005 | 3.67 | 227.79 | +0.12% | |
Microsoft | US5949181045 | 3.33 | 428.02 | -0.76% | |
NVIDIA | US67066G1040 | 3.22 | 121.40 | -2.13% | |
Bcpudeal R Sofr P 07/11/25 Bc | - | 2.96 | - | - | |
10 Year Treasury Note Future Sept 24 | - | 2.35 | - | - | |
Amazon.com | US0231351067 | 2.21 | 187.97 | -1.67% | |
Ultra US Treasury Bond Future Sept 24 | - | 1.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035: 1 | 78.47M | 14.63 | 5.10 | 7.92 | ||
Putnam Retirement Advantage 2035: 4 | 3.6M | 14.35 | 4.68 | 7.48 | ||
Putnam Retirement Advantage 2035:II | 873.43M | 10.22 | 4.50 | 7.41 | ||
Putnam Retirement Advantage 2035:V | 69.19M | 14.21 | 4.53 | 7.33 | ||
Putnam Retirement Advantage 2030: 4 | 2.07M | 11.45 | 3.01 | 6.32 |
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