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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.98 | 3.29 | 0.31 |
Stocks | 95.66 | 95.66 | 0.00 |
Bonds | 1.32 | 1.32 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.56 | 17.71 |
Price to Book | 2.42 | 2.70 |
Price to Sales | 1.84 | 1.88 |
Price to Cash Flow | 11.26 | 11.32 |
Dividend Yield | 2.29 | 2.00 |
5 Years Earnings Growth | 11.01 | 11.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.51 | 22.66 |
Financial Services | 14.84 | 14.97 |
Industrials | 10.80 | 11.58 |
Healthcare | 10.75 | 12.64 |
Consumer Cyclical | 10.33 | 11.05 |
Communication Services | 7.08 | 6.77 |
Real Estate | 6.95 | 3.37 |
Consumer Defensive | 5.88 | 6.02 |
Energy | 4.40 | 4.42 |
Basic Materials | 4.15 | 4.24 |
Utilities | 2.31 | 2.28 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 57.90 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 32.71 | - | - | |
iShares Developed Real Estate Idx K | - | 4.25 | - | - | |
Blackrock Small Cap Index Fund | - | 3.63 | - | - | |
iShares US Long Credit Bond Index | - | 1.00 | - | - | |
iShares TIPS Bond | US4642871762 | 0.33 | 106.93 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.21B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.46B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.88B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.63B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.7B | 0.37 | 0.51 | 5.98 |
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