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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.140 | 4.650 | 1.510 |
Stocks | 53.390 | 53.390 | 0.000 |
Bonds | 43.440 | 43.440 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.282 | 17.205 |
Price to Book | 2.503 | 2.553 |
Price to Sales | 1.910 | 1.776 |
Price to Cash Flow | 11.640 | 10.639 |
Dividend Yield | 2.160 | 2.135 |
5 Years Earnings Growth | 11.021 | 11.388 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.710 | 21.240 |
Financial Services | 14.700 | 14.787 |
Healthcare | 10.730 | 12.526 |
Industrials | 10.700 | 11.646 |
Consumer Cyclical | 10.320 | 10.856 |
Real Estate | 7.360 | 4.227 |
Communication Services | 7.030 | 6.474 |
Consumer Defensive | 5.830 | 6.488 |
Energy | 4.310 | 4.774 |
Basic Materials | 4.050 | 4.395 |
Utilities | 2.270 | 2.645 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 32.56 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 17.60 | - | - | |
iShares US Securitized Bond Index | - | 10.52 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 9.38 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 7.89 | - | - | |
iShares TIPS Bond ETF | - | 6.82 | - | - | |
iShares US Long Government Bond Idx | - | 6.04 | - | - | |
iShares US Long Credit Bond Index | - | 3.91 | - | - | |
iShares Developed Real Estate Idx K | - | 2.59 | - | - | |
Blackrock Small Cap Index Fund | - | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.14B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.41B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.91B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.73B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.74B | 0.37 | 0.51 | 5.98 |
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