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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.320 | 6.070 | 5.750 |
Shares | 55.060 | 55.060 | 0.000 |
Bonds | 44.610 | 44.790 | 0.180 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.587 | 18.446 |
Price to Book | 4.149 | 3.223 |
Price to Sales | 3.261 | 2.208 |
Price to Cash Flow | 14.604 | 12.237 |
Dividend Yield | 1.294 | 1.937 |
5 Years Earnings Growth | 9.489 | 11.236 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.710 | 23.875 |
Financial Services | 14.420 | 15.863 |
Healthcare | 13.750 | 13.117 |
Communication Services | 12.190 | 7.489 |
Consumer Cyclical | 8.030 | 9.976 |
Industrials | 7.660 | 10.128 |
Consumer Defensive | 3.480 | 6.061 |
Energy | 3.250 | 4.985 |
Utilities | 2.190 | 3.215 |
Real Estate | 1.360 | 3.397 |
Basic Materials | 0.960 | 3.179 |
Number of long holdings: 1,017
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.24 | 463.87 | +0.19% | |
10 Year Treasury Note Future June 25 | - | 3.55 | - | - | |
Apple | US0378331005 | 3.49 | 202.82 | -0.22% | |
NVIDIA | US67066G1040 | 3.41 | 141.92 | +0.50% | |
5 Year Treasury Note Future June 25 | - | 2.35 | - | - | |
Amazon.com | US0231351067 | 2.11 | 207.23 | +0.74% | |
Federal National Mortgage Association 4% | - | 1.93 | - | - | |
Federal National Mortgage Association 3% | - | 1.73 | - | - | |
iShares Core MSCI EAFE | US46432F8427 | 1.73 | 83.24 | +0.51% | |
Meta Platforms | US30303M1027 | 1.46 | 687.95 | +3.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 22.02B | -0.57 | 8.89 | 10.64 | ||
Columbia Dividend Income Y | 9.12B | -0.56 | 9.01 | 10.79 | ||
Columbia Seligman Comms & Info A | 7.64B | -14.06 | 10.81 | 17.43 | ||
Columbia Contrarian Core Z | 6.1B | -5.59 | 12.26 | 11.84 | ||
Columbia Dividend Income A | 4.72B | -0.66 | 8.61 | 10.36 |
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