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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.31 | 5.30 | 1.99 |
Shares | 38.53 | 38.53 | 0.00 |
Bonds | 58.14 | 58.14 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.36 | 16.58 |
Price to Book | 2.49 | 2.32 |
Price to Sales | 1.92 | 1.64 |
Price to Cash Flow | 11.67 | 9.84 |
Dividend Yield | 2.17 | 2.62 |
5 Years Earnings Growth | 11.01 | 10.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.55 | 21.11 |
Financial Services | 14.52 | 15.18 |
Healthcare | 10.67 | 11.87 |
Industrials | 10.59 | 11.31 |
Consumer Cyclical | 10.21 | 10.79 |
Real Estate | 8.25 | 4.96 |
Communication Services | 6.96 | 6.66 |
Consumer Defensive | 5.75 | 6.25 |
Energy | 4.27 | 4.65 |
Basic Materials | 3.98 | 4.35 |
Utilities | 2.25 | 2.86 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx K | - | 23.35 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 19.77 | - | - | |
iShares US Securitized Bond Index | - | 14.61 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 12.28 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 9.16 | - | - | |
iShares TIPS Bond ETF | - | 7.84 | - | - | |
iShares US Long Government Bond Idx | - | 6.09 | - | - | |
Blackrock Small Cap Index Fund | - | 2.33 | - | - | |
iShares Developed Real Estate Idx K | - | 2.22 | - | - | |
iShares US Long Credit Bond Index | - | 2.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Event Driven Equity Instl | 5.08B | -0.20 | 1.51 | 4.64 | ||
BlackRock Floating Rate Income Inst | 2.77B | 2.92 | 5.66 | 4.25 | ||
BlackRock Global Long/Short Equity | 1.59B | 11.01 | 8.42 | 3.99 | ||
BlackRock Floating Rate Income K | 1.22B | 3.05 | 5.79 | - | ||
BlackRock LifePath Index Retiremeni | 364.29M | -0.53 | -0.76 | 4.25 |
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