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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.21 | 5.20 | 1.99 |
Stocks | 38.29 | 38.29 | 0.00 |
Bonds | 58.47 | 58.47 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 16.48 |
Price to Book | 2.40 | 2.31 |
Price to Sales | 1.86 | 1.63 |
Price to Cash Flow | 11.30 | 9.81 |
Dividend Yield | 2.29 | 2.64 |
5 Years Earnings Growth | 11.00 | 10.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.37 | 20.93 |
Financial Services | 14.57 | 14.97 |
Healthcare | 10.70 | 12.08 |
Industrials | 10.64 | 11.18 |
Consumer Cyclical | 10.19 | 10.72 |
Real Estate | 8.10 | 5.26 |
Communication Services | 6.98 | 6.64 |
Consumer Defensive | 5.77 | 6.36 |
Energy | 4.35 | 4.63 |
Basic Materials | 4.05 | 4.25 |
Utilities | 2.27 | 2.97 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx K | - | 23.11 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 20.11 | - | - | |
iShares US Securitized Bond Index | - | 14.65 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 12.39 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 9.23 | - | - | |
iShares TIPS Bond | US4642871762 | 7.96 | 106.19 | +0.27% | |
iShares US Long Government Bond Idx | - | 5.91 | - | - | |
Blackrock Small Cap Index Fund | - | 2.24 | - | - | |
iShares Developed Real Estate Idx K | - | 2.15 | - | - | |
iShares US Long Credit Bond Index | - | 2.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Event Driven Equity Instl | 4.99B | 0.30 | 1.45 | 4.44 | ||
BlackRock Floating Rate Income Inst | 2.79B | 3.74 | 5.77 | 4.26 | ||
BlackRock Global Long/Short Equity | 1.63B | 12.59 | 8.48 | 4.00 | ||
BlackRock Floating Rate Income K | 1.23B | 3.77 | 5.86 | - | ||
BlackRock LifePath Index Retiremeni | 367.74M | 2.27 | -0.07 | 4.39 |
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