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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.11 | 3.39 | 0.28 |
Stocks | 95.55 | 95.55 | 0.00 |
Bonds | 1.30 | 1.30 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.21 | 17.76 |
Price to Book | 2.50 | 2.70 |
Price to Sales | 1.90 | 1.89 |
Price to Cash Flow | 11.60 | 11.32 |
Dividend Yield | 2.17 | 1.99 |
5 Years Earnings Growth | 11.01 | 11.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.70 | 22.58 |
Financial Services | 14.81 | 14.95 |
Industrials | 10.76 | 11.50 |
Healthcare | 10.73 | 12.73 |
Consumer Cyclical | 10.36 | 11.06 |
Communication Services | 7.05 | 6.69 |
Real Estate | 7.02 | 3.38 |
Consumer Defensive | 5.87 | 6.07 |
Energy | 4.32 | 4.44 |
Basic Materials | 4.10 | 4.30 |
Utilities | 2.28 | 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 | - | - |
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 | 12.41B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.91B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.73B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.74B | 0.37 | 0.51 | 5.98 |
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