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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.91 | 3.60 | 0.69 |
Stocks | 85.97 | 85.97 | 0.00 |
Bonds | 11.07 | 11.07 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.59 | 17.33 |
Price to Book | 2.41 | 2.59 |
Price to Sales | 1.85 | 1.80 |
Price to Cash Flow | 11.27 | 10.87 |
Dividend Yield | 2.30 | 2.08 |
5 Years Earnings Growth | 11.00 | 11.48 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.42 | 22.21 |
Financial Services | 14.75 | 15.01 |
Industrials | 10.73 | 11.59 |
Healthcare | 10.71 | 12.50 |
Consumer Cyclical | 10.27 | 11.02 |
Real Estate | 7.44 | 3.58 |
Communication Services | 7.05 | 6.70 |
Consumer Defensive | 5.85 | 6.21 |
Energy | 4.38 | 4.51 |
Basic Materials | 4.12 | 4.23 |
Utilities | 2.30 | 2.43 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 51.88 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 29.09 | - | - | |
iShares Developed Real Estate Idx K | - | 4.26 | - | - | |
iShares US Long Credit Bond Index | - | 4.11 | - | - | |
Blackrock Small Cap Index Fund | - | 3.34 | - | - | |
iShares TIPS Bond | US4642871762 | 2.84 | 106.70 | +0.40% | |
iShares US Securitized Bond Index | - | 2.41 | - | - | |
iShares US Long Government Bond Idx | - | 1.06 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 0.54 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 0.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 23.95B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.35B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.82B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.56B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.6B | 0.37 | 0.51 | 5.98 |
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