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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.970 | 3.910 | 0.940 |
Stocks | 75.710 | 75.710 | 0.000 |
Bonds | 21.280 | 21.280 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.594 | 17.233 |
Price to Book | 2.411 | 2.521 |
Price to Sales | 1.850 | 1.752 |
Price to Cash Flow | 11.275 | 10.599 |
Dividend Yield | 2.292 | 2.193 |
5 Years Earnings Growth | 11.000 | 11.465 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.460 | 21.586 |
Financial Services | 14.750 | 14.920 |
Industrials | 10.740 | 11.702 |
Healthcare | 10.720 | 12.476 |
Consumer Cyclical | 10.280 | 10.908 |
Real Estate | 7.350 | 3.964 |
Communication Services | 7.050 | 6.550 |
Consumer Defensive | 5.850 | 6.315 |
Energy | 4.380 | 4.689 |
Basic Materials | 4.120 | 4.326 |
Utilities | 2.300 | 2.562 |
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 | 106.78 | -0.31% | |
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 | 24.24B | 0.76 | 0.63 | 2.61 | ||
BlackRock Strategic Income Opps K | 12.46B | 0.69 | 0.68 | - | ||
BlackRock High Yield Bond Instl | 11.93B | 2.42 | 2.47 | 4.33 | ||
BlackRock Total Return Instl | 10.47B | -1.08 | -3.15 | 1.63 | ||
BlackRock LifePath Index 2030 K | 9.77B | 3.67 | 1.24 | 6.12 |
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