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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.98 | 4.53 | 1.55 |
Stocks | 53.12 | 53.12 | 0.00 |
Bonds | 43.87 | 43.87 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.62 | 17.16 |
Price to Book | 2.42 | 2.55 |
Price to Sales | 1.85 | 1.77 |
Price to Cash Flow | 11.29 | 10.63 |
Dividend Yield | 2.28 | 2.14 |
5 Years Earnings Growth | 11.01 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 21.31 |
Financial Services | 14.74 | 14.80 |
Healthcare | 10.76 | 12.47 |
Industrials | 10.74 | 11.70 |
Consumer Cyclical | 10.29 | 10.85 |
Real Estate | 7.24 | 4.21 |
Communication Services | 7.06 | 6.52 |
Consumer Defensive | 5.84 | 6.44 |
Energy | 4.38 | 4.77 |
Basic Materials | 4.10 | 4.36 |
Utilities | 2.30 | 2.63 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 32.32 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 17.64 | - | - | |
iShares US Securitized Bond Index | - | 10.59 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 9.44 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 8.08 | - | - | |
iShares TIPS Bond | US4642871762 | 6.95 | 106.42 | -0.26% | |
iShares US Long Government Bond Idx | - | 6.11 | - | - | |
iShares US Long Credit Bond Index | - | 3.86 | - | - | |
iShares Developed Real Estate Idx K | - | 2.52 | - | - | |
Blackrock Small Cap Index Fund | - | 2.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.03B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.36B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.83B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.56B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2040 K | 9.52B | 1.83 | 2.15 | 7.46 |
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