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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.420 | 0.470 | 0.050 |
Shares | 70.640 | 72.290 | 1.650 |
Bonds | 28.230 | 28.930 | 0.700 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.600 | 6.850 | 6.250 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.900 | 17.233 |
Price to Book | 3.044 | 2.521 |
Price to Sales | 1.881 | 1.752 |
Price to Cash Flow | 11.725 | 10.599 |
Dividend Yield | 1.759 | 2.193 |
5 Years Earnings Growth | 12.651 | 11.465 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.480 | 21.586 |
Financial Services | 13.880 | 14.920 |
Healthcare | 12.670 | 12.476 |
Industrials | 10.610 | 11.702 |
Consumer Cyclical | 9.920 | 10.908 |
Communication Services | 8.680 | 6.550 |
Consumer Defensive | 6.020 | 6.315 |
Basic Materials | 4.100 | 4.326 |
Energy | 4.090 | 4.689 |
Utilities | 2.520 | 2.562 |
Real Estate | 2.020 | 3.964 |
Number of long holdings: 2,271
Number of short holdings: 66
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.83 | - | - | |
Microsoft | US5949181045 | 3.51 | 446.95 | -1.30% | |
Apple | US0378331005 | 3.34 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 3.32 | 123.50 | -0.40% | |
Bcpudeal R Sofr P 05/09/25 Bc | - | 2.90 | - | - | |
5 Year Treasury Note Future Sept 24 | - | 2.65 | - | - | |
2 Year Treasury Note Future Sept 24 | - | 2.24 | - | - | |
Amazon.com | US0231351067 | 2.24 | 193.25 | -2.33% | |
10 Year Treasury Note Future Sept 24 | - | 1.58 | - | - | |
Meta Platforms | US30303M1027 | 1.35 | 503.89 | -3.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 2.43M | 8.17 | 4.46 | 7.40 | ||
Putnam Retirement Advantage 2035:V | 70.01M | 8.04 | 4.14 | 7.08 | ||
Putnam Retirement Advantage 2035: 1 | 75.73M | 8.26 | 4.72 | 7.66 | ||
Putnam Retirement Advantage 2035: 2 | 2.09M | 8.26 | 4.61 | 7.56 | ||
Putnam Retirement Advantage 2035: 4 | 3.39M | 8.12 | 4.30 | 7.23 |
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