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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.25 | 2.53 | 1.28 |
Shares | 37.25 | 37.25 | 0.00 |
Bonds | 59.38 | 59.38 | 0.00 |
Other | 2.11 | 2.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.26 | 16.69 |
Price to Book | 2.60 | 2.39 |
Price to Sales | 1.98 | 1.78 |
Price to Cash Flow | 11.13 | 10.06 |
Dividend Yield | 2.28 | 2.61 |
5 Years Earnings Growth | 9.01 | 9.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.33 | 21.40 |
Financial Services | 16.46 | 16.52 |
Industrials | 12.00 | 11.10 |
Consumer Cyclical | 9.89 | 10.38 |
Healthcare | 9.53 | 11.39 |
Communication Services | 7.64 | 7.10 |
Consumer Defensive | 5.76 | 5.96 |
Energy | 4.46 | 4.19 |
Real Estate | 4.38 | 5.05 |
Utilities | 4.02 | 3.05 |
Basic Materials | 3.52 | 3.86 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blackrock Russell 1000 Index Fund F | - | 22.59 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 20.39 | - | - | |
iShares US Securitized Bond Index | - | 13.47 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 12.57 | - | - | |
iShares 0-5 Year TIPS Bond | US46429B7477 | 9.99 | 102.82 | +0.15% | |
iShares US Long Government Bond Idx | - | 7.02 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 6.79 | - | - | |
iShares US Long Credit Bond Index | - | 2.31 | - | - | |
iShares Enhanced Roll Yield Index | - | 2.08 | - | - | |
iShares Global Infrastructure | US4642883726 | 1.45 | 58.64 | +1.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Event Driven Equity Instl | 4.44B | 4.30 | 4.26 | 4.26 | ||
BlackRock Global Long/Short Equity | 4.52B | 8.89 | 16.47 | 5.23 | ||
BlackRock Floating Rate Income Inst | 2.28B | 1.95 | 8.34 | 4.61 | ||
BlackRock Floating Rate Income K | 972.39M | 1.88 | 8.39 | - | ||
BlackRock LifePath Index Retiremeni | 483.42M | 3.56 | 5.30 | 4.78 |
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