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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.99 | 1.72 | 0.73 |
Shares | 84.73 | 84.73 | 0.00 |
Bonds | 10.90 | 10.90 | 0.00 |
Other | 3.38 | 3.38 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.28 | 17.40 |
Price to Book | 2.49 | 2.60 |
Price to Sales | 1.92 | 1.81 |
Price to Cash Flow | 11.69 | 10.88 |
Dividend Yield | 2.21 | 2.07 |
5 Years Earnings Growth | 10.92 | 11.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.84 | 22.17 |
Financial Services | 14.60 | 14.99 |
Healthcare | 10.73 | 12.57 |
Industrials | 10.44 | 11.50 |
Consumer Cyclical | 10.35 | 11.05 |
Real Estate | 7.56 | 3.61 |
Communication Services | 7.12 | 6.64 |
Consumer Defensive | 6.00 | 6.26 |
Energy | 4.08 | 4.51 |
Basic Materials | 4.01 | 4.25 |
Utilities | 2.27 | 2.44 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 52.09 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 28.93 | - | - | |
iShares Developed Real Estate Idx K | - | 4.29 | - | - | |
iShares US Long Credit Bond Index | - | 4.07 | - | - | |
Blackrock Small Cap Index Fund | - | 3.34 | - | - | |
iShares TIPS Bond ETF | - | 2.78 | - | - | |
iShares US Securitized Bond Index | - | 2.37 | - | - | |
iShares US Long Government Bond Idx | - | 1.04 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 0.52 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 0.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.23B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.17B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.84B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.66B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.63B | 0.37 | 0.51 | 5.98 |
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