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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.97 | 3.91 | 0.94 |
Stocks | 75.71 | 75.71 | 0.00 |
Bonds | 21.28 | 21.28 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.59 | 17.25 |
Price to Book | 2.41 | 2.52 |
Price to Sales | 1.85 | 1.75 |
Price to Cash Flow | 11.28 | 10.57 |
Dividend Yield | 2.29 | 2.18 |
5 Years Earnings Growth | 11.00 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.46 | 21.63 |
Financial Services | 14.75 | 14.92 |
Industrials | 10.74 | 11.70 |
Healthcare | 10.72 | 12.50 |
Consumer Cyclical | 10.28 | 10.98 |
Real Estate | 7.35 | 3.99 |
Communication Services | 7.05 | 6.51 |
Consumer Defensive | 5.85 | 6.30 |
Energy | 4.38 | 4.63 |
Basic Materials | 4.12 | 4.32 |
Utilities | 2.30 | 2.52 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 45.79 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 25.53 | - | - | |
iShares US Securitized Bond Index | - | 4.92 | - | - | |
iShares TIPS Bond | US4642871762 | 4.54 | 106.70 | +0.40% | |
iShares US Long Credit Bond Index | - | 3.89 | - | - | |
iShares Developed Real Estate Idx K | - | 3.69 | - | - | |
Blackrock Small Cap Index Fund | - | 3.07 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 2.89 | - | - | |
iShares US Long Government Bond Idx | - | 2.82 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 2.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.03B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.36B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.83B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.56B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.65B | 0.37 | 0.51 | 5.98 |
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