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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.260 | 0.700 | 0.440 |
Shares | 92.670 | 92.670 | 0.000 |
Bonds | 7.020 | 7.030 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.852 | 17.448 |
Price to Book | 2.691 | 2.363 |
Price to Sales | 1.757 | 1.724 |
Price to Cash Flow | 11.433 | 9.573 |
Dividend Yield | 1.874 | 2.387 |
5 Years Earnings Growth | 9.731 | 9.889 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.700 | 20.383 |
Financial Services | 16.310 | 16.021 |
Industrials | 13.140 | 10.956 |
Consumer Cyclical | 11.050 | 10.541 |
Healthcare | 8.730 | 10.972 |
Communication Services | 6.970 | 7.349 |
Consumer Defensive | 5.250 | 6.441 |
Real Estate | 3.610 | 6.988 |
Energy | 3.480 | 3.955 |
Basic Materials | 3.310 | 3.529 |
Utilities | 2.450 | 2.867 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 34.56 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.40 | - | - | |
Columbia Mid Cap Index Inst | - | 13.90 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 12.53 | 39.06 | -0.43% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.35 | 46.04 | -0.39% | |
Vanguard Total Bond Market II Idx I | - | 4.67 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 3.04 | 114.67 | -1.15% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 2.25 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 1.26 | 29.27 | -0.27% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.05 | 23.84 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 450.29M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 364.22M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 291.43M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 280.05M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 256.95M | 7.50 | 11.81 | 9.41 |
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