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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.250 | 9.890 | 0.640 |
Stocks | 54.280 | 54.280 | 0.000 |
Bonds | 32.170 | 37.270 | 5.100 |
Other | 4.300 | 4.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.611 | 15.875 |
Price to Book | 2.381 | 2.342 |
Price to Sales | 1.793 | 1.742 |
Price to Cash Flow | 11.226 | 9.940 |
Dividend Yield | 2.440 | 2.884 |
5 Years Earnings Growth | 10.261 | 10.592 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.490 | 18.812 |
Financial Services | 14.640 | 15.100 |
Industrials | 11.920 | 10.969 |
Healthcare | 11.710 | 11.288 |
Consumer Cyclical | 10.200 | 8.291 |
Communication Services | 6.900 | 6.315 |
Consumer Defensive | 6.440 | 7.753 |
Real Estate | 6.240 | 7.145 |
Basic Materials | 4.180 | 4.754 |
Energy | 3.700 | 7.071 |
Utilities | 2.560 | 5.339 |
Number of long holdings: 36
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI EAFE ETF | - | 22.48 | - | - | |
ishares S&P 500 | US4642872000 | 19.27 | 598.40 | -0.30% | |
Vanguard Total Bond Market | US9219378356 | 16.99 | 72.65 | +0.24% | |
iShares Core US Aggregate Bond | US4642872265 | 16.51 | 97.90 | +0.21% | |
BLACKROCK GLOBAL TACTICAL STRA CAYMAN SLEEVE | - | 4.25 | - | - | |
Ssga Offshore Usd D Class Ssga Offshore Usd D Class | - | 4.25 | - | - | |
E-Mini Russ 2000 Sep24 Xcme 20240920 | - | 3.14 | - | - | |
iShares US Real Estate | US4642877397 | 1.94 | 98.04 | -0.53% | |
Technology Select Sector SPDR | US81369Y8030 | 1.49 | 235.32 | 0.00% | |
Msci Eafe Sep24 Ifus 20240920 | - | 1.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brighthouse Balanced Plus Portfolio | 7.39B | 5.64 | -3.18 | 4.55 | ||
Brighthouse Funds Trust II MetLifma | 5.73B | 20.70 | 8.80 | 12.72 | ||
Brighthouse Asset Allocation 40 Pob | 3.42B | 6.36 | 0.54 | 4.52 | ||
Brighthouse Funds Trust I Americanc | 2.85B | 13.69 | 3.93 | 8.71 | ||
Brighthouse Funds Trust I AB Global | 2.6B | 7.52 | -1.16 | 3.82 |
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