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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.86 | 3.94 | 2.08 |
Stocks | 39.86 | 39.86 | 0.00 |
Bonds | 55.93 | 55.93 | 0.00 |
Other | 2.35 | 2.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.42 | 16.99 |
Price to Book | 2.51 | 2.51 |
Price to Sales | 1.95 | 1.76 |
Price to Cash Flow | 11.79 | 10.54 |
Dividend Yield | 2.20 | 2.20 |
5 Years Earnings Growth | 10.94 | 11.31 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.91 | 20.95 |
Financial Services | 14.43 | 15.03 |
Healthcare | 10.70 | 12.23 |
Industrials | 10.32 | 11.45 |
Consumer Cyclical | 10.28 | 10.57 |
Real Estate | 8.08 | 4.65 |
Communication Services | 7.11 | 6.54 |
Consumer Defensive | 5.95 | 6.49 |
Energy | 4.04 | 4.97 |
Basic Materials | 3.92 | 4.43 |
Utilities | 2.25 | 2.70 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 24.84 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 16.54 | - | - | |
iShares US Securitized Bond Index | - | 13.95 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 13.05 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 10.36 | - | - | |
iShares TIPS Bond ETF | - | 7.66 | - | - | |
iShares US Long Government Bond Idx | - | 6.64 | - | - | |
Blackrock Small Cap Index Fund | - | 2.33 | - | - | |
iShares Developed Real Estate Idx K | - | 2.24 | - | - | |
iShares US Long Credit Bond Index | - | 2.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.21B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.18B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.85B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.65B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.63B | 0.37 | 0.51 | 5.98 |
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