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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.42 | 2.74 | 1.32 |
Shares | 63.76 | 63.76 | 0.00 |
Bonds | 32.00 | 32.00 | 0.00 |
Other | 2.82 | 2.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.31 | 17.38 |
Price to Book | 2.50 | 2.57 |
Price to Sales | 1.93 | 1.80 |
Price to Cash Flow | 11.71 | 10.81 |
Dividend Yield | 2.20 | 2.10 |
5 Years Earnings Growth | 10.93 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.90 | 21.56 |
Financial Services | 14.59 | 15.04 |
Healthcare | 10.75 | 12.57 |
Industrials | 10.44 | 11.54 |
Consumer Cyclical | 10.35 | 10.94 |
Real Estate | 7.49 | 4.04 |
Communication Services | 7.13 | 6.66 |
Consumer Defensive | 6.00 | 6.30 |
Energy | 4.08 | 4.55 |
Basic Materials | 4.00 | 4.29 |
Utilities | 2.27 | 2.50 |
Number of long holdings: 12
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 39.42 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 21.60 | - | - | |
iShares US Securitized Bond Index | - | 7.61 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 6.12 | - | - | |
iShares TIPS Bond ETF | - | 5.84 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 4.87 | - | - | |
iShares US Long Government Bond Idx | - | 4.37 | - | - | |
iShares US Long Credit Bond Index | - | 4.00 | - | - | |
iShares Developed Real Estate Idx K | - | 3.19 | - | - | |
Blackrock Small Cap Index Fund | - | 2.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24B | 0.89 | 0.92 | 2.74 | ||
BlackRock High Yield Bond Instl | 11.64B | 2.04 | 2.88 | 4.45 | ||
BlackRock Strategic Income Opps K | 12.13B | 0.91 | 1.05 | - | ||
BlackRock Total Return Instl | 10.51B | -0.29 | -2.57 | 1.96 | ||
BlackRock LifePath Index 2030 K | 9.34B | 3.80 | 2.65 | 6.43 |
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