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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.00 | 3.28 | 0.28 |
Stocks | 92.78 | 92.78 | 0.00 |
Bonds | 4.18 | 4.18 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.21 | 17.56 |
Price to Book | 2.49 | 2.54 |
Price to Sales | 1.90 | 1.78 |
Price to Cash Flow | 11.60 | 10.66 |
Dividend Yield | 2.17 | 2.20 |
5 Years Earnings Growth | 11.01 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.66 | 22.21 |
Financial Services | 14.79 | 14.94 |
Industrials | 10.75 | 11.60 |
Healthcare | 10.71 | 12.61 |
Consumer Cyclical | 10.35 | 11.02 |
Real Estate | 7.15 | 3.77 |
Communication Services | 7.04 | 6.50 |
Consumer Defensive | 5.86 | 6.14 |
Energy | 4.32 | 4.61 |
Basic Materials | 4.09 | 4.23 |
Utilities | 2.28 | 2.37 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 56.22 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 31.48 | - | - | |
iShares Developed Real Estate Idx K | - | 4.31 | - | - | |
Blackrock Small Cap Index Fund | - | 3.58 | - | - | |
iShares US Long Credit Bond Index | - | 2.94 | - | - | |
iShares TIPS Bond ETF | - | 1.15 | - | - | |
iShares US Long Government Bond Idx | - | 0.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.14B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.43B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.91B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.75B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.74B | 0.37 | 0.51 | 5.98 |
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