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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 3.88 | 3.92 | 0.04 |
| Shares | 96.12 | 96.12 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 14.63 | 16.14 |
| Price to Book | 1.89 | 2.53 |
| Price to Sales | 1.15 | 1.77 |
| Price to Cash Flow | 6.00 | 10.50 |
| Dividend Yield | 2.68 | 2.46 |
| 5 Years Earnings Growth | 9.35 | 9.23 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 20.58 | 21.38 |
| Technology | 17.60 | 13.34 |
| Healthcare | 15.83 | 14.53 |
| Communication Services | 7.59 | 6.02 |
| Industrials | 7.42 | 11.84 |
| Consumer Cyclical | 6.68 | 7.24 |
| Consumer Defensive | 6.68 | 8.05 |
| Energy | 5.71 | 7.32 |
| Utilities | 4.64 | 5.21 |
| Basic Materials | 4.01 | 3.39 |
| Real Estate | 3.28 | 3.36 |
Number of long holdings: 116
Number of short holdings: 4
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Citigroup | US1729674242 | 3.68 | 98.78 | +2.16% | |
| Wells Fargo&Co | US9497461015 | 3.35 | 86.41 | +2.31% | |
| SS&Cs | US78467J1007 | 2.80 | 84.63 | +4.64% | |
| Amazon.com | US0231351067 | 2.63 | 224.21 | +1.41% | |
| CVS Health Corp | US1266501006 | 2.51 | 81.93 | +1.06% | |
| First Citizens BancShares | US31946M1036 | 2.28 | 1,775.21 | +1.35% | |
| Becton Dickinson | US0758871091 | 2.21 | 185.83 | -0.38% | |
| BP | GB0007980591 | 2.11 | 434.95 | -0.46% | |
| Medtronic | IE00BTN1Y115 | 2.00 | 93.67 | -0.57% | |
| Microsoft | US5949181045 | 1.91 | 523.61 | +0.59% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| BlackRock S&P 500 Index K | 19.47B | 14.82 | 24.89 | 15.27 | ||
| BlackRock International Index Inv A | 12.98B | 25.91 | 21.95 | 7.97 | ||
| BlackRock International Index K | 12.98B | 26.20 | 22.35 | 8.30 | ||
| BlackRock International Index Instl | 12.98B | 26.16 | 22.27 | 8.25 | ||
| BlackRock Global Allocation Inv A | 8.58B | 15.70 | 14.57 | 7.19 |
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