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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.89 | 3.94 | 3.05 |
Stocks | 37.46 | 37.46 | 0.00 |
Bonds | 59.51 | 59.51 | 0.00 |
Other | 2.14 | 2.14 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.59 | 16.92 |
Price to Book | 2.77 | 2.43 |
Price to Sales | 2.10 | 1.81 |
Price to Cash Flow | 12.05 | 10.53 |
Dividend Yield | 2.11 | 2.55 |
5 Years Earnings Growth | 9.92 | 10.30 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.81 | 22.10 |
Financial Services | 15.28 | 16.01 |
Industrials | 11.06 | 11.06 |
Consumer Cyclical | 10.67 | 10.61 |
Healthcare | 9.17 | 11.18 |
Communication Services | 7.73 | 7.07 |
Consumer Defensive | 5.36 | 5.81 |
Real Estate | 4.59 | 5.01 |
Energy | 4.35 | 4.18 |
Utilities | 3.69 | 3.06 |
Basic Materials | 3.31 | 3.92 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blackrock Russell 1000 Index Fund F | - | 23.87 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 16.38 | - | - | |
iShares US Securitized Bond Index | - | 13.47 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 11.53 | - | - | |
iShares 0-5 Year TIPS Bond | US46429B7477 | 10.38 | 102.41 | 0.00% | |
iShares US Long Government Bond Idx | - | 8.60 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 7.98 | - | - | |
iShares US Long Credit Bond Index | - | 3.03 | - | - | |
iShares Enhanced Roll Yield Index | - | 2.12 | - | - | |
iShares Global Infrastructure | US4642883726 | 1.27 | 52.28 | -1.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Event Driven Equity Instl | 4.52B | 1.20 | 3.15 | 4.57 | ||
BlackRock Global Long/Short Equity | 2.91B | 1.85 | 12.85 | 4.65 | ||
BlackRock Floating Rate Income Inst | 2.7B | 0.68 | 6.82 | 4.76 | ||
BlackRock Floating Rate Income K | 1.45B | 0.69 | 6.91 | - | ||
BlackRock LifePath Index Retiremeni | 498.32M | 1.60 | 2.05 | 4.78 |
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