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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.210 | 5.200 | 1.990 |
Stocks | 38.290 | 38.290 | 0.000 |
Bonds | 58.470 | 58.470 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.671 | 16.520 |
Price to Book | 2.403 | 2.318 |
Price to Sales | 1.861 | 1.645 |
Price to Cash Flow | 11.296 | 9.843 |
Dividend Yield | 2.293 | 2.653 |
5 Years Earnings Growth | 10.996 | 10.639 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.370 | 20.986 |
Financial Services | 14.570 | 14.977 |
Healthcare | 10.700 | 12.043 |
Industrials | 10.640 | 11.164 |
Consumer Cyclical | 10.190 | 10.707 |
Real Estate | 8.100 | 5.250 |
Communication Services | 6.980 | 6.693 |
Consumer Defensive | 5.770 | 6.332 |
Energy | 4.350 | 4.627 |
Basic Materials | 4.050 | 4.249 |
Utilities | 2.270 | 2.969 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx K | - | 23.11 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 20.11 | - | - | |
iShares US Securitized Bond Index | - | 14.65 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 12.39 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 9.23 | - | - | |
iShares TIPS Bond | US4642871762 | 7.96 | 107.04 | -0.15% | |
iShares US Long Government Bond Idx | - | 5.91 | - | - | |
Blackrock Small Cap Index Fund | - | 2.24 | - | - | |
iShares Developed Real Estate Idx K | - | 2.15 | - | - | |
iShares US Long Credit Bond Index | - | 2.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Event Driven Equity Instl | 4.82B | 0.30 | 1.45 | 4.44 | ||
BlackRock LifePath Index Retire K | 4.88B | 2.27 | -0.02 | 4.43 | ||
BlackRock Floating Rate Income Inst | 2.78B | 3.74 | 5.77 | 4.26 | ||
BlackRock Global Long/Short Equity | 1.69B | 12.59 | 8.48 | 4.00 | ||
BlackRock Floating Rate Income K | 1.22B | 3.77 | 5.86 | - |
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