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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.63 | 3.28 | 1.65 |
Shares | 52.39 | 52.39 | 0.00 |
Bonds | 43.44 | 43.44 | 0.00 |
Other | 2.54 | 2.54 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.33 | 17.24 |
Price to Book | 2.51 | 2.56 |
Price to Sales | 1.93 | 1.78 |
Price to Cash Flow | 11.73 | 10.66 |
Dividend Yield | 2.19 | 2.13 |
5 Years Earnings Growth | 10.94 | 11.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.97 | 21.26 |
Financial Services | 14.58 | 14.79 |
Healthcare | 10.76 | 12.52 |
Industrials | 10.42 | 11.63 |
Consumer Cyclical | 10.36 | 10.87 |
Real Estate | 7.44 | 4.24 |
Communication Services | 7.14 | 6.46 |
Consumer Defensive | 6.00 | 6.49 |
Energy | 4.08 | 4.75 |
Basic Materials | 3.99 | 4.40 |
Utilities | 2.27 | 2.65 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 32.56 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 17.60 | - | - | |
iShares US Securitized Bond Index | - | 10.52 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 9.38 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 7.89 | - | - | |
iShares TIPS Bond ETF | - | 6.82 | - | - | |
iShares US Long Government Bond Idx | - | 6.04 | - | - | |
iShares US Long Credit Bond Index | - | 3.91 | - | - | |
iShares Developed Real Estate Idx K | - | 2.59 | - | - | |
Blackrock Small Cap Index Fund | - | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.22B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.17B | -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 2040 K | 9.46B | 1.83 | 2.15 | 7.46 |
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