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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.680 | 5.300 | 0.620 |
Shares | 50.430 | 50.430 | 0.000 |
Bonds | 44.860 | 44.970 | 0.110 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.929 | 17.665 |
Price to Book | 2.469 | 2.508 |
Price to Sales | 1.639 | 1.845 |
Price to Cash Flow | 10.410 | 10.600 |
Dividend Yield | 2.047 | 2.194 |
5 Years Earnings Growth | 9.865 | 10.613 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.450 | 19.943 |
Financial Services | 16.930 | 15.953 |
Industrials | 12.450 | 10.957 |
Consumer Cyclical | 10.860 | 10.567 |
Healthcare | 10.620 | 11.497 |
Communication Services | 6.470 | 8.014 |
Consumer Defensive | 6.140 | 6.500 |
Real Estate | 4.040 | 6.676 |
Energy | 3.820 | 3.577 |
Basic Materials | 3.480 | 3.549 |
Utilities | 2.730 | 2.769 |
Number of long holdings: 17
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 19.44 | - | - | |
Vanguard Total Bond Market II Idx I | - | 9.67 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 9.56 | 28.60 | -0.45% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.46 | 45.28 | -0.59% | |
Vanguard Developed Markets Index Ins Pls | - | 8.39 | - | - | |
Columbia Mid Cap Index Inst | - | 8.06 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 7.19 | 35.56 | +1.14% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 5.16 | 58.71 | -0.58% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.17 | 23.39 | -0.04% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.14 | 41.97 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 413.57M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 344.45M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 274.95M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 256.99M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 235.7M | -2.17 | 8.40 | 8.42 |
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