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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 52.45 | 64.42 | 11.97 |
Stocks | 28.34 | 53.74 | 25.40 |
Bonds | 17.57 | 17.57 | 0.00 |
Convertible | 1.38 | 1.38 | 0.00 |
Preferred | 0.24 | 0.24 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.62 | 15.83 |
Price to Book | 2.31 | 2.23 |
Price to Sales | 1.39 | 1.56 |
Price to Cash Flow | 10.79 | 9.35 |
Dividend Yield | 2.02 | 2.09 |
5 Years Earnings Growth | 12.06 | 15.38 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 38.87 | 22.37 |
Technology | 14.64 | 13.35 |
Basic Materials | 11.87 | 7.34 |
Industrials | 11.40 | 8.21 |
Real Estate | 11.15 | 3.44 |
Consumer Defensive | 9.89 | 9.81 |
Consumer Cyclical | 3.39 | 7.77 |
Communication Services | 3.20 | 7.86 |
Utilities | -0.33 | 6.12 |
Financial Services | -1.94 | 17.92 |
Energy | -2.15 | 7.47 |
Number of long holdings: 204
Number of short holdings: 88
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pioneer Natural Resources Co | US7237871071 | 6.52 | - | - | |
Hess | US42809H1077 | 4.01 | 154.10 | +2.59% | |
iShares iBoxx $ High Yield Corporate Bond | US4642885135 | 3.69 | 77.13 | +0.38% | |
SPDR Barclays High Yield Bond | US78468R6229 | 2.91 | 94.35 | +0.43% | |
Howmet | US4432011082 | 2.91 | 84.67 | +0.53% | |
Catalent Inc | US1488061029 | 2.61 | 53.80 | +0.35% | |
Shockwave Medical | US82489T1043 | 2.39 | 334.75 | 0.00% | |
United States Steel | US9129091081 | 2.13 | 38.35 | +0.60% | |
Apartment | US03750L1098 | 1.82 | 38.75 | +0.13% | |
Albertsons | US0130911037 | 1.51 | 20.64 | +0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock LifePath Index Retire K | 4.83B | -0.53 | -0.71 | 4.30 | ||
BlackRock Floating Rate Income Inst | 2.77B | 2.92 | 5.66 | 4.25 | ||
BlackRock Global Long/Short Equity | 1.6B | 11.01 | 8.42 | 3.99 | ||
BlackRock Floating Rate Income K | 1.22B | 3.05 | 5.79 | - | ||
BlackRock LifePath Index Retiremeni | 362.19M | -0.53 | -0.76 | 4.25 |
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