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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.11 | 5.03 | 1.92 |
Stocks | 40.54 | 40.54 | 0.00 |
Bonds | 56.33 | 56.33 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.66 | 16.95 |
Price to Book | 2.41 | 2.51 |
Price to Sales | 1.86 | 1.76 |
Price to Cash Flow | 11.30 | 10.54 |
Dividend Yield | 2.29 | 2.22 |
5 Years Earnings Growth | 11.00 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.44 | 21.05 |
Financial Services | 14.61 | 15.07 |
Healthcare | 10.72 | 12.16 |
Industrials | 10.67 | 11.53 |
Consumer Cyclical | 10.22 | 10.55 |
Real Estate | 7.84 | 4.61 |
Communication Services | 7.01 | 6.58 |
Consumer Defensive | 5.79 | 6.43 |
Energy | 4.36 | 4.95 |
Basic Materials | 4.05 | 4.39 |
Utilities | 2.28 | 2.69 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 24.57 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 16.83 | - | - | |
iShares US Securitized Bond Index | - | 13.99 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 13.16 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 10.56 | - | - | |
iShares TIPS Bond | US4642871762 | 7.78 | 106.70 | +0.40% | |
iShares US Long Government Bond Idx | - | 6.46 | - | - | |
Blackrock Small Cap Index Fund | - | 2.24 | - | - | |
iShares US Long Credit Bond Index | - | 2.19 | - | - | |
iShares Developed Real Estate Idx K | - | 2.17 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 23.99B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.35B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.82B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.56B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.6B | 0.37 | 0.51 | 5.98 |
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