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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.54 | 4.15 | 1.61 |
Shares | 52.79 | 52.79 | 0.00 |
Bonds | 44.61 | 44.61 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.67 | 17.30 |
Price to Book | 2.55 | 2.56 |
Price to Sales | 1.99 | 1.79 |
Price to Cash Flow | 11.86 | 10.73 |
Dividend Yield | 2.19 | 2.16 |
5 Years Earnings Growth | 11.51 | 11.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.24 | 21.70 |
Financial Services | 14.43 | 14.75 |
Healthcare | 10.50 | 12.37 |
Industrials | 10.28 | 11.63 |
Consumer Cyclical | 9.90 | 10.62 |
Real Estate | 7.28 | 4.19 |
Communication Services | 7.28 | 6.62 |
Consumer Defensive | 5.69 | 6.39 |
Energy | 4.13 | 4.77 |
Basic Materials | 3.87 | 4.33 |
Utilities | 2.41 | 2.69 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 32.11 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 17.31 | - | - | |
iShares US Securitized Bond Index | - | 10.68 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 9.26 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 8.94 | - | - | |
iShares TIPS Bond | US4642871762 | 6.96 | 109.49 | +0.06% | |
iShares US Long Government Bond Idx | - | 6.33 | - | - | |
iShares US Long Credit Bond Index | - | 3.17 | - | - | |
Blackrock Small Cap Index Fund | - | 2.66 | - | - | |
iShares Developed Real Estate Idx K | - | 2.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 25.52B | 4.63 | 1.72 | 2.92 | ||
BlackRock Strategic Income Opps K | 12.78B | 4.69 | 1.81 | - | ||
BlackRock High Yield Bond Instl | 12.41B | 6.91 | 3.14 | 4.60 | ||
BlackRock Total Return Instl | 11.3B | 2.38 | -2.60 | 1.96 | ||
BlackRock High Yield Bond K | 10.46B | 7.13 | 3.29 | 4.71 |
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