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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.550 | 1.410 | 0.860 |
Shares | 62.450 | 62.450 | 0.000 |
Bonds | 36.960 | 37.000 | 0.040 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.063 | 17.633 |
Price to Book | 2.605 | 2.456 |
Price to Sales | 1.719 | 1.804 |
Price to Cash Flow | 11.368 | 10.602 |
Dividend Yield | 1.948 | 2.236 |
5 Years Earnings Growth | 11.232 | 11.246 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.450 | 19.673 |
Financial Services | 14.660 | 15.066 |
Industrials | 12.700 | 11.011 |
Consumer Cyclical | 11.610 | 10.874 |
Healthcare | 11.120 | 11.982 |
Communication Services | 6.440 | 8.233 |
Consumer Defensive | 5.910 | 6.551 |
Energy | 4.730 | 3.956 |
Basic Materials | 3.970 | 3.774 |
Real Estate | 3.760 | 6.149 |
Utilities | 2.650 | 2.737 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 35.69 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.27 | - | - | |
Columbia Mid Cap Index Inst | - | 10.13 | - | - | |
Vanguard Total Bond Market II Idx I | - | 8.86 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.37 | 58.23 | -0.22% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.36 | 45.40 | -0.44% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.03 | 79.93 | -0.36% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.85 | 41.53 | +0.97% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.75 | 23.23 | -0.19% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 1.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.95M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 333.36M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.6M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.65M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
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