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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.92 | 12.96 | 5.04 |
Stocks | 38.08 | 38.08 | 0.00 |
Bonds | 53.45 | 55.32 | 1.87 |
Convertible | 0.50 | 0.50 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.68 | 17.56 |
Price to Book | 1.84 | 2.45 |
Price to Sales | 1.15 | 1.73 |
Price to Cash Flow | 6.85 | 10.06 |
Dividend Yield | 2.79 | 2.25 |
5 Years Earnings Growth | 8.94 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.80 | 15.04 |
Technology | 16.50 | 19.82 |
Consumer Cyclical | 12.78 | 10.71 |
Healthcare | 11.38 | 12.63 |
Industrials | 10.80 | 11.38 |
Real Estate | 8.80 | 4.70 |
Consumer Defensive | 6.56 | 6.88 |
Basic Materials | 5.14 | 4.44 |
Energy | 4.76 | 4.80 |
Communication Services | 3.57 | 6.54 |
Utilities | 2.91 | 3.08 |
Number of long holdings: 106
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock CoreAlpha Bond Investor A | - | 37.36 | - | - | |
MIP Active Stock Master | - | 24.68 | - | - | |
iShares TIPS Bond ETF | - | 7.99 | - | - | |
BlackRock Master Total Return Portfolio | - | 7.24 | - | - | |
MIP International Tilts Master Portfolio | - | 5.68 | - | - | |
BlackRock Advantage Emerging Mkts K | - | 3.44 | - | - | |
BlackRock Tactical Opportunities K | - | 3.00 | - | - | |
iShares MSCI EAFE Small-Cap ETF | - | 1.69 | - | - | |
iShares Edge MSCI Multifactor Intl ETF | - | 1.15 | - | - | |
iShares Edge MSCI Multifactor USA ETF | - | 0.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.4B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.23B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.89B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.77B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.76B | 0.37 | 0.51 | 5.98 |
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