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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.85 | 15.54 | 14.69 |
Stocks | 63.99 | 64.09 | 0.10 |
Bonds | 23.83 | 28.99 | 5.16 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 11.18 | 11.31 | 0.13 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.43 | 18.61 |
Price to Book | 3.82 | 3.12 |
Price to Sales | 2.71 | 2.14 |
Price to Cash Flow | 14.68 | 12.10 |
Dividend Yield | 1.66 | 2.02 |
5 Years Earnings Growth | 12.76 | 11.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.91 | 23.57 |
Financial Services | 12.98 | 14.93 |
Healthcare | 11.00 | 13.33 |
Consumer Cyclical | 9.55 | 9.80 |
Industrials | 9.36 | 10.46 |
Communication Services | 8.15 | 7.29 |
Consumer Defensive | 5.34 | 6.25 |
Energy | 3.03 | 5.41 |
Basic Materials | 2.77 | 3.49 |
Utilities | 2.13 | 3.10 |
Real Estate | 1.77 | 4.29 |
Number of long holdings: 21
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 16.22 | 574.07 | -0.18% | |
Blackrock Total Return Fund Grw | - | 11.09 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 11.03 | - | - | |
iShares S&P 500 Growth | US4642873099 | 9.08 | 95.28 | -0.56% | |
iShares Core Total USD Bond Market ETF | - | 8.00 | - | - | |
iShares MSCI EAFE Growth | US4642888857 | 6.74 | 107.90 | -0.80% | |
BlackRock Strategic Income Opps K | - | 5.93 | - | - | |
BlackRock US Mortgage Portfolio Instl | - | 4.92 | - | - | |
iShares S&P 500 Value | US4642874089 | 4.17 | 196.50 | +0.38% | |
iShares 20+ Year Treasury Bond | US4642874329 | 3.93 | 98.57 | +0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 17.61B | 19.47 | 9.34 | 12.95 | ||
BlackRock Equity Dividend Instl | 10.46B | 13.94 | 8.16 | 9.82 | ||
BlackRock International Index Instl | 10.63B | 12.33 | 4.41 | 5.22 | ||
BlackRock International Index Inv A | 10.63B | 12.15 | 4.17 | 4.95 | ||
BlackRock International Index K | 10.63B | 12.38 | 4.47 | 5.27 |
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