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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.98 | 3.29 | 0.31 |
Stocks | 95.66 | 95.66 | 0.00 |
Bonds | 1.32 | 1.32 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.56 | 17.64 |
Price to Book | 2.42 | 2.69 |
Price to Sales | 1.84 | 1.88 |
Price to Cash Flow | 11.26 | 11.29 |
Dividend Yield | 2.29 | 2.02 |
5 Years Earnings Growth | 11.01 | 11.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.51 | 22.62 |
Financial Services | 14.84 | 14.98 |
Industrials | 10.80 | 11.59 |
Healthcare | 10.75 | 12.64 |
Consumer Cyclical | 10.33 | 11.03 |
Communication Services | 7.08 | 6.78 |
Real Estate | 6.95 | 3.36 |
Consumer Defensive | 5.88 | 6.01 |
Energy | 4.40 | 4.45 |
Basic Materials | 4.15 | 4.25 |
Utilities | 2.31 | 2.29 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 57.90 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 32.71 | - | - | |
iShares Developed Real Estate Idx K | - | 4.25 | - | - | |
Blackrock Small Cap Index Fund | - | 3.63 | - | - | |
iShares US Long Credit Bond Index | - | 1.00 | - | - | |
iShares TIPS Bond | US4642871762 | 0.33 | 106.05 | -0.82% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.17B | 0.76 | 0.63 | 2.61 | ||
BlackRock Strategic Income Opps K | 12.43B | 0.69 | 0.68 | - | ||
BlackRock High Yield Bond Instl | 11.88B | 2.42 | 2.47 | 4.33 | ||
BlackRock Total Return Instl | 10.66B | -1.08 | -3.15 | 1.63 | ||
BlackRock LifePath Index 2030 K | 9.7B | 3.67 | 1.24 | 6.12 |
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