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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.280 | 0.870 | 0.590 |
Stocks | 58.600 | 64.530 | 5.930 |
Bonds | 40.500 | 41.580 | 1.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.510 | 6.720 | 6.210 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.491 | 17.470 |
Price to Book | 3.047 | 2.581 |
Price to Sales | 1.878 | 1.815 |
Price to Cash Flow | 11.292 | 10.891 |
Dividend Yield | 1.715 | 2.084 |
5 Years Earnings Growth | 13.104 | 11.487 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.850 | 21.651 |
Financial Services | 13.500 | 15.023 |
Healthcare | 13.260 | 12.523 |
Consumer Cyclical | 10.510 | 10.910 |
Industrials | 10.400 | 11.576 |
Communication Services | 8.580 | 6.692 |
Consumer Defensive | 6.180 | 6.265 |
Energy | 4.120 | 4.598 |
Basic Materials | 3.980 | 4.279 |
Utilities | 2.390 | 2.487 |
Real Estate | 2.220 | 3.998 |
Number of long holdings: 2,656
Number of short holdings: 137
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Jun24 Fvm4 | - | 4.07 | - | - | |
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.83 | - | - | |
Us 2yr Note (Cbt) Jun24 Tum4 | - | 3.81 | - | - | |
Microsoft | US5949181045 | 3.26 | 420.21 | -0.19% | |
Apple | US0378331005 | 2.89 | 189.87 | +0.02% | |
Bcpudeal R Sofr P 04/11/25 Bc | - | 2.81 | - | - | |
NVIDIA | US67066G1040 | 2.56 | 924.79 | -1.99% | |
Us 10yr Note (Cbt)jun24 Tym4 | - | 2.36 | - | - | |
Amazon.com | US0231351067 | 2.20 | 184.70 | +0.58% | |
Us Ultra Bond Cbt Jun24 Wnm4 | - | 1.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 2.27M | 4.22 | 3.57 | 7.20 | ||
Putnam Retirement Advantage 2035:V | 68.45M | 4.11 | 3.25 | 6.87 | ||
Putnam Retirement Advantage 2035: 2 | 2.02M | 4.29 | 3.71 | 7.35 | ||
Putnam Retirement Advantage 2035: 4 | 3.38M | 4.20 | 3.41 | 7.04 | ||
Putnam Retirement Advantage 2030:II | 3.56M | 2.64 | 2.09 | 6.11 |
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