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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.320 | 1.150 | 0.830 |
Shares | 60.810 | 60.810 | 0.000 |
Bonds | 38.830 | 38.890 | 0.060 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.327 | 16.942 |
Price to Book | 2.719 | 2.312 |
Price to Sales | 1.834 | 1.659 |
Price to Cash Flow | 11.594 | 9.498 |
Dividend Yield | 1.838 | 2.449 |
5 Years Earnings Growth | 10.869 | 9.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.750 | 20.291 |
Financial Services | 16.120 | 15.682 |
Industrials | 12.110 | 10.739 |
Consumer Cyclical | 12.040 | 10.652 |
Healthcare | 10.250 | 11.033 |
Communication Services | 7.020 | 7.288 |
Consumer Defensive | 5.430 | 6.326 |
Energy | 3.800 | 4.122 |
Real Estate | 3.650 | 7.649 |
Basic Materials | 3.320 | 3.417 |
Utilities | 2.480 | 2.798 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 34.60 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.44 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 10.87 | - | - | |
Columbia Mid Cap Index Inst | - | 9.64 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.00 | 59.33 | +0.21% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.36 | 46.34 | +0.42% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 6.66 | 81.63 | +0.23% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.70 | 40.89 | +0.32% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.75 | 23.31 | +0.16% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 1.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 384.73M | 1.84 | 8.46 | 9.51 | ||
SC Future Scholar Advisor 529 Modea | 330.41M | 2.00 | 5.21 | 6.67 | ||
SC Future Scholar Advisor 529 Colua | 262.89M | 2.05 | 4.50 | 5.68 | ||
SC Future Scholar 529 Direct Large | 238.84M | 1.39 | 12.34 | 12.76 | ||
SC Future Scholar 529 Direct Growth | 220.32M | 1.92 | 7.77 | 8.89 |
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