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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.980 | 4.530 | 1.550 |
Stocks | 53.120 | 53.120 | 0.000 |
Bonds | 43.870 | 43.870 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.616 | 17.158 |
Price to Book | 2.420 | 2.552 |
Price to Sales | 1.852 | 1.772 |
Price to Cash Flow | 11.285 | 10.628 |
Dividend Yield | 2.280 | 2.143 |
5 Years Earnings Growth | 11.011 | 11.384 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.540 | 21.309 |
Financial Services | 14.740 | 14.796 |
Healthcare | 10.760 | 12.473 |
Industrials | 10.740 | 11.698 |
Consumer Cyclical | 10.290 | 10.846 |
Real Estate | 7.240 | 4.209 |
Communication Services | 7.060 | 6.517 |
Consumer Defensive | 5.840 | 6.443 |
Energy | 4.380 | 4.771 |
Basic Materials | 4.100 | 4.361 |
Utilities | 2.300 | 2.634 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 32.32 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 17.64 | - | - | |
iShares US Securitized Bond Index | - | 10.59 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 9.44 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 8.08 | - | - | |
iShares TIPS Bond | US4642871762 | 6.95 | 106.42 | -0.26% | |
iShares US Long Government Bond Idx | - | 6.11 | - | - | |
iShares US Long Credit Bond Index | - | 3.86 | - | - | |
iShares Developed Real Estate Idx K | - | 2.52 | - | - | |
Blackrock Small Cap Index Fund | - | 2.48 | - | - |
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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