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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 59.16 | 59.16 | 0.00 |
Bonds | 41.40 | 41.65 | 0.25 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.35 | 18.85 |
Price to Book | 4.54 | 3.26 |
Price to Sales | 3.69 | 2.24 |
Price to Cash Flow | 15.81 | 12.34 |
Dividend Yield | 1.18 | 1.93 |
5 Years Earnings Growth | 9.48 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.97 | 24.37 |
Financial Services | 15.06 | 15.80 |
Communication Services | 13.33 | 7.57 |
Healthcare | 10.32 | 12.65 |
Industrials | 8.56 | 10.25 |
Consumer Cyclical | 8.02 | 9.98 |
Energy | 2.93 | 4.88 |
Consumer Defensive | 2.84 | 6.03 |
Utilities | 1.88 | 3.23 |
Real Estate | 1.07 | 3.38 |
Basic Materials | 1.04 | 3.15 |
Number of long holdings: 1,044
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.18 | 520.84 | -0.78% | |
NVIDIA | US67066G1040 | 4.77 | 180.77 | +0.75% | |
10 Year Treasury Note Future Sept 25 | - | 4.01 | - | - | |
Apple | US0378331005 | 2.81 | 220.03 | +3.18% | |
Amazon.com | US0231351067 | 2.50 | 223.13 | +0.37% | |
5 Year Treasury Note Future Sept 25 | - | 2.47 | - | - | |
Meta Platforms | US30303M1027 | 2.05 | 761.83 | -1.32% | |
iShares Core MSCI EAFE | US46432F8427 | 1.73 | 84.11 | +0.88% | |
Federal National Mortgage Association 3% | - | 1.71 | - | - | |
JPMorgan | US46625H1005 | 1.37 | 286.94 | -1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.56B | 7.40 | 11.73 | 11.41 | ||
Columbia Dividend Income Y | 9.35B | 7.44 | 11.84 | 11.55 | ||
Columbia Seligman Comms & Info A | 8.7B | 10.87 | 20.59 | 20.23 | ||
Columbia Contrarian Core Z | 6.56B | 10.13 | 18.58 | 13.35 | ||
Columbia Dividend Income A | 4.83B | 7.25 | 11.45 | 11.13 |
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