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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.08 | 3.94 | 0.86 |
Shares | 75.84 | 75.84 | 0.00 |
Bonds | 21.03 | 21.03 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.25 | 17.31 |
Price to Book | 2.49 | 2.53 |
Price to Sales | 1.91 | 1.76 |
Price to Cash Flow | 11.62 | 10.58 |
Dividend Yield | 2.17 | 2.17 |
5 Years Earnings Growth | 11.00 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.62 | 21.58 |
Financial Services | 14.72 | 14.90 |
Industrials | 10.70 | 11.64 |
Healthcare | 10.69 | 12.56 |
Consumer Cyclical | 10.31 | 11.00 |
Real Estate | 7.47 | 4.01 |
Communication Services | 7.02 | 6.46 |
Consumer Defensive | 5.84 | 6.34 |
Energy | 4.30 | 4.63 |
Basic Materials | 4.07 | 4.35 |
Utilities | 2.27 | 2.53 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 45.95 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 25.41 | - | - | |
iShares US Securitized Bond Index | - | 4.88 | - | - | |
iShares TIPS Bond ETF | - | 4.43 | - | - | |
iShares US Long Credit Bond Index | - | 3.89 | - | - | |
iShares Developed Real Estate Idx K | - | 3.77 | - | - | |
Blackrock Small Cap Index Fund | - | 3.10 | - | - | |
iShares US Long Government Bond Idx | - | 2.84 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 2.81 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 2.69 | - | - |
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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