Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.440 | 1.120 | 0.680 |
| Shares | 62.460 | 62.460 | 0.000 |
| Bonds | 37.080 | 37.200 | 0.120 |
| Convertible | 0.010 | 0.010 | 0.000 |
| Other | 0.020 | 0.020 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.252 | 17.130 |
| Price to Book | 2.816 | 2.374 |
| Price to Sales | 1.870 | 1.718 |
| Price to Cash Flow | 11.814 | 9.706 |
| Dividend Yield | 1.763 | 2.417 |
| 5 Years Earnings Growth | 9.532 | 9.282 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.530 | 21.439 |
| Financial Services | 15.940 | 15.779 |
| Industrials | 12.510 | 10.854 |
| Consumer Cyclical | 11.030 | 10.272 |
| Healthcare | 8.870 | 10.374 |
| Communication Services | 7.350 | 7.449 |
| Consumer Defensive | 4.810 | 5.954 |
| Real Estate | 3.550 | 7.612 |
| Energy | 3.500 | 3.949 |
| Basic Materials | 3.400 | 3.479 |
| Utilities | 2.500 | 2.840 |
Number of long holdings: 16
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Columbia Large Cap Index Inst | - | 23.56 | - | - | |
| Vanguard Developed Markets Index Ins Pls | - | 11.21 | - | - | |
| Columbia Mid Cap Index Inst | - | 9.99 | - | - | |
| Columbia Research Enhanced Core | US19761L7064 | 8.85 | 41.02 | +0.10% | |
| Vanguard Total Bond Market II Idx I | - | 8.05 | - | - | |
| SPDR Portfolio Corporate Bond | US78464A1447 | 6.79 | 29.57 | -0.34% | |
| Vanguard Mortgage-Backed Securities | US92206C7719 | 6.55 | 47.16 | +0.17% | |
| SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.47 | 45.92 | +0.15% | |
| SPDR Portfolio High Yield Bond | US78468R6062 | 4.40 | 23.80 | 0.00% | |
| Vanguard Short-Term Government Bond | US92206C1027 | 3.83 | 58.85 | +0.03% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| SC Future Scholar 529 Direct Aggres | 440.7M | 14.40 | 20.38 | 11.67 | ||
| SC Future Scholar Advisor 529 Modea | 361.08M | 11.94 | 15.44 | 8.34 | ||
| SC Future Scholar Advisor 529 Colua | 297.47M | 10.64 | 13.58 | 7.09 | ||
| SC Future Scholar 529 Direct Large | 297.76M | 14.62 | 24.69 | 15.08 | ||
| SC Future Scholar 529 Direct Growth | 248.74M | 13.51 | 18.86 | 10.84 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review