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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.470 | 9.310 | 1.840 |
Shares | 40.920 | 51.160 | 10.240 |
Bonds | 51.430 | 51.430 | 0.000 |
Convertible | 0.150 | 0.150 | 0.000 |
Other | 0.030 | 0.090 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.555 | 16.688 |
Price to Book | 1.756 | 2.391 |
Price to Sales | 1.205 | 1.778 |
Price to Cash Flow | 7.084 | 10.065 |
Dividend Yield | 2.937 | 2.602 |
5 Years Earnings Growth | 8.815 | 10.000 |
Name | Net % | Category Average |
---|---|---|
Technology | 15.940 | 21.374 |
Healthcare | 14.430 | 11.412 |
Financial Services | 13.620 | 16.515 |
Industrials | 10.270 | 11.049 |
Consumer Cyclical | 9.810 | 10.428 |
Real Estate | 9.110 | 5.041 |
Communication Services | 8.120 | 7.084 |
Consumer Defensive | 8.010 | 5.927 |
Utilities | 4.300 | 3.064 |
Basic Materials | 4.050 | 3.870 |
Energy | 2.330 | 4.235 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares US Treasury Bond ETF | - | 20.76 | - | - | |
iShares Edge Investment Grade Enh Bd ETF | - | 15.79 | - | - | |
BlackRock Total Factor K | - | 9.75 | - | - | |
iShares TIPS Bond ETF | - | 7.76 | - | - | |
iShares Edge MSCI USA Quality Factor ETF | - | 6.80 | - | - | |
iShares Edge High Yield Defensive Bd ETF | - | 5.42 | - | - | |
iShares Edge MSCI Min Vol USA ETF | - | 4.95 | - | - | |
iShares Edge MSCI USA Value Factor ETF | - | 4.83 | - | - | |
iShares Edge MSCI USA Size Factor ETF | - | 4.35 | - | - | |
Future on Master Small Cap Index | - | 3.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock LifePath Index Retire K | 10.81B | 1.89 | 4.89 | 4.66 | ||
BlackRock Event Driven Equity Instl | 4.44B | 2.90 | 3.69 | 4.28 | ||
BlackRock Global Long/Short Equity | 4.15B | 6.96 | 15.37 | 5.14 | ||
BlackRock Floating Rate Income Inst | 2.26B | 0.29 | 6.94 | 4.46 | ||
BlackRock Floating Rate Income K | 975.9M | 0.32 | 7.03 | - |
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