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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.87 | 1.31 | 0.44 |
Shares | 94.10 | 94.10 | 0.00 |
Bonds | 1.30 | 1.30 | 0.00 |
Other | 3.73 | 3.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.24 | 17.83 |
Price to Book | 2.50 | 2.71 |
Price to Sales | 1.92 | 1.89 |
Price to Cash Flow | 11.66 | 11.36 |
Dividend Yield | 2.20 | 1.98 |
5 Years Earnings Growth | 10.93 | 11.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.93 | 22.64 |
Financial Services | 14.68 | 14.95 |
Healthcare | 10.78 | 12.72 |
Industrials | 10.51 | 11.47 |
Consumer Cyclical | 10.40 | 11.09 |
Communication Services | 7.15 | 6.66 |
Real Estate | 7.09 | 3.41 |
Consumer Defensive | 6.04 | 6.07 |
Energy | 4.11 | 4.41 |
Basic Materials | 4.04 | 4.28 |
Utilities | 2.29 | 2.30 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 57.99 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 32.45 | - | - | |
iShares Developed Real Estate Idx K | - | 4.30 | - | - | |
Blackrock Small Cap Index Fund | - | 3.69 | - | - | |
iShares US Long Credit Bond Index | - | 0.99 | - | - | |
iShares TIPS Bond ETF | - | 0.32 | - | - | |
Blackrock Small Cap Index Fund | - | 0.00 | - | - |
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 2030 K | 9.63B | 0.37 | 0.51 | 5.98 |
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