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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.40 | 23.07 | 13.67 |
Stocks | 34.89 | 34.89 | 0.00 |
Bonds | 10.48 | 16.30 | 5.82 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 45.21 | 45.72 | 0.51 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.69 | 17.05 |
Price to Book | 1.90 | 2.37 |
Price to Sales | 1.19 | 1.72 |
Price to Cash Flow | 8.16 | 10.18 |
Dividend Yield | 2.57 | 2.61 |
5 Years Earnings Growth | 12.15 | 10.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.76 | 21.76 |
Financial Services | 15.64 | 15.27 |
Consumer Cyclical | 11.37 | 10.42 |
Industrials | 10.59 | 11.09 |
Healthcare | 9.72 | 11.88 |
Communication Services | 7.10 | 6.73 |
Consumer Defensive | 6.26 | 6.11 |
Real Estate | 5.48 | 4.90 |
Basic Materials | 4.99 | 4.31 |
Energy | 4.11 | 4.64 |
Utilities | 1.98 | 2.90 |
Number of long holdings: 50
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Diversified Fixed Income | - | 44.88 | - | - | |
Mip Active Stock Master | - | 22.33 | - | - | |
iShares TIPS Bond | US4642871762 | 7.86 | 110.54 | +0.24% | |
BlackRock Tactical Opportunities K | - | 5.23 | - | - | |
Intl Tilts Master | - | 4.80 | - | - | |
Us 5Yr Note Mar 24 | - | 3.19 | - | - | |
iShares MSCI EAFE Small-Cap | US4642882736 | 2.51 | 67.67 | -0.73% | |
BlackRock Advantage Emerging Mkts K | - | 2.40 | - | - | |
Us 10Yr Note Mar 24 | - | 1.57 | - | - | |
iShares Developed Real Estate Idx K | - | 1.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock LifePath Index Retire K | 5.09B | 7.81 | 0.77 | 4.79 | ||
BlackRock Event Driven Equity Instl | 4.72B | 2.60 | 2.88 | 4.36 | ||
BlackRock Floating Rate Income Inst | 2.58B | 5.47 | 6.12 | 4.38 | ||
BlackRock Global Long/Short Equity | 1.95B | 16.74 | 10.91 | 4.18 | ||
BlackRock Floating Rate Income K | 1.15B | 5.52 | 6.21 | - |
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