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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.24 | 5.19 | 1.95 |
Stocks | 40.79 | 40.79 | 0.00 |
Bonds | 55.94 | 55.94 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.35 | 16.98 |
Price to Book | 2.50 | 2.51 |
Price to Sales | 1.92 | 1.76 |
Price to Cash Flow | 11.68 | 10.54 |
Dividend Yield | 2.16 | 2.21 |
5 Years Earnings Growth | 11.02 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.63 | 20.95 |
Financial Services | 14.56 | 15.06 |
Healthcare | 10.70 | 12.21 |
Industrials | 10.61 | 11.48 |
Consumer Cyclical | 10.24 | 10.55 |
Real Estate | 7.99 | 4.64 |
Communication Services | 6.98 | 6.54 |
Consumer Defensive | 5.77 | 6.49 |
Energy | 4.28 | 4.96 |
Basic Materials | 3.99 | 4.43 |
Utilities | 2.25 | 2.70 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 24.84 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 16.54 | - | - | |
iShares US Securitized Bond Index | - | 13.95 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 13.05 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 10.36 | - | - | |
iShares TIPS Bond ETF | - | 7.66 | - | - | |
iShares US Long Government Bond Idx | - | 6.64 | - | - | |
Blackrock Small Cap Index Fund | - | 2.33 | - | - | |
iShares Developed Real Estate Idx K | - | 2.24 | - | - | |
iShares US Long Credit Bond Index | - | 2.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.4B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.23B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.89B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.77B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.76B | 0.37 | 0.51 | 5.98 |
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