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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.560 | 4.500 | 1.940 |
Stocks | 38.390 | 38.390 | 0.000 |
Bonds | 59.010 | 59.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.812 | 17.033 |
Price to Book | 2.553 | 2.372 |
Price to Sales | 2.022 | 1.721 |
Price to Cash Flow | 11.946 | 10.177 |
Dividend Yield | 2.193 | 2.617 |
5 Years Earnings Growth | 11.481 | 10.853 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.120 | 21.657 |
Financial Services | 14.200 | 15.250 |
Healthcare | 10.410 | 11.864 |
Industrials | 10.110 | 11.181 |
Consumer Cyclical | 9.780 | 10.426 |
Real Estate | 8.310 | 4.880 |
Communication Services | 7.220 | 6.722 |
Consumer Defensive | 5.610 | 6.116 |
Energy | 4.070 | 4.667 |
Basic Materials | 3.780 | 4.340 |
Utilities | 2.380 | 2.895 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx K | - | 23.42 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 20.53 | - | - | |
iShares US Securitized Bond Index | - | 14.50 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 12.06 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 8.65 | - | - | |
iShares TIPS Bond | US4642871762 | 7.90 | 110.41 | -0.38% | |
iShares US Long Government Bond Idx | - | 6.11 | - | - | |
iShares Developed Real Estate Idx K | - | 2.28 | - | - | |
iShares US Long Credit Bond Index | - | 2.28 | - | - | |
Blackrock Small Cap Index Fund | - | 2.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock LifePath Index Retire K | 5.06B | 7.81 | 0.77 | 4.79 | ||
BlackRock Event Driven Equity Instl | 4.76B | 2.60 | 2.88 | 4.36 | ||
BlackRock Floating Rate Income Inst | 2.59B | 5.47 | 6.12 | 4.38 | ||
BlackRock Global Long/Short Equity | 1.93B | 16.74 | 10.91 | 4.18 | ||
BlackRock Floating Rate Income K | 1.14B | 5.52 | 6.21 | - |
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