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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 78.230 | 78.240 | 0.010 |
Bonds | 21.820 | 22.410 | 0.590 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 0.560 | 6.930 | 6.370 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.006 | 17.331 |
Price to Book | 2.891 | 2.588 |
Price to Sales | 1.835 | 1.805 |
Price to Cash Flow | 11.000 | 10.865 |
Dividend Yield | 1.838 | 2.085 |
5 Years Earnings Growth | 12.816 | 11.480 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.240 | 22.213 |
Financial Services | 13.990 | 15.014 |
Healthcare | 12.840 | 12.499 |
Consumer Cyclical | 10.800 | 11.018 |
Industrials | 10.710 | 11.589 |
Communication Services | 8.360 | 6.704 |
Consumer Defensive | 6.100 | 6.214 |
Basic Materials | 4.240 | 4.228 |
Energy | 4.100 | 4.514 |
Utilities | 2.420 | 2.431 |
Real Estate | 2.190 | 3.576 |
Number of long holdings: 2,206
Number of short holdings: 117
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.94 | - | - | |
Microsoft | US5949181045 | 3.55 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.11 | 192.25 | +0.54% | |
Bcpudeal R Sofr P 04/11/25 Bc | - | 2.89 | - | - | |
NVIDIA | US67066G1040 | 2.77 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.39 | 176.44 | -1.60% | |
Us 5yr Note (Cbt) Jun24 Fvm4 | - | 1.89 | - | - | |
Us 2yr Note (Cbt) Jun24 Tum4 | - | 1.77 | - | - | |
S&P500 Emini Fut Jun24 Esm4 | - | 1.37 | - | - | |
Alphabet A | US02079K3059 | 1.30 | 172.50 | +0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 2.28M | 4.22 | 3.57 | 7.20 | ||
Putnam Retirement Advantage 2035:V | 68.24M | 4.11 | 3.25 | 6.87 | ||
Putnam Retirement Advantage 2035: 1 | 74.7M | 4.33 | 3.83 | 7.47 | ||
Putnam Retirement Advantage 2035: 2 | 2.03M | 4.29 | 3.71 | 7.35 | ||
Putnam Retirement Advantage 2035: 4 | 3.39M | 4.20 | 3.41 | 7.04 |
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