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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.11 | 4.28 | 1.17 |
Stocks | 64.86 | 64.86 | 0.00 |
Bonds | 32.00 | 32.00 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.26 | 17.47 |
Price to Book | 2.50 | 2.58 |
Price to Sales | 1.91 | 1.82 |
Price to Cash Flow | 11.63 | 10.89 |
Dividend Yield | 2.17 | 2.08 |
5 Years Earnings Growth | 11.01 | 11.49 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.66 | 21.65 |
Financial Services | 14.72 | 15.02 |
Healthcare | 10.71 | 12.52 |
Industrials | 10.70 | 11.58 |
Consumer Cyclical | 10.31 | 10.91 |
Real Estate | 7.41 | 4.00 |
Communication Services | 7.03 | 6.69 |
Consumer Defensive | 5.83 | 6.26 |
Energy | 4.30 | 4.60 |
Basic Materials | 4.06 | 4.28 |
Utilities | 2.27 | 2.49 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 39.42 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 21.60 | - | - | |
iShares US Securitized Bond Index | - | 7.61 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 6.12 | - | - | |
iShares TIPS Bond ETF | - | 5.84 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 4.87 | - | - | |
iShares US Long Government Bond Idx | - | 4.37 | - | - | |
iShares US Long Credit Bond Index | - | 4.00 | - | - | |
iShares Developed Real Estate Idx K | - | 3.19 | - | - | |
Blackrock Small Cap Index Fund | - | 2.79 | - | - |
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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