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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 1.290 | 0.700 |
Shares | 60.610 | 60.610 | 0.000 |
Bonds | 38.760 | 38.860 | 0.100 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.747 | 17.265 |
Price to Book | 2.408 | 2.405 |
Price to Sales | 1.607 | 1.785 |
Price to Cash Flow | 10.257 | 10.300 |
Dividend Yield | 2.087 | 2.271 |
5 Years Earnings Growth | 9.840 | 10.770 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.910 | 19.587 |
Financial Services | 17.130 | 15.854 |
Industrials | 12.760 | 10.911 |
Consumer Cyclical | 10.880 | 10.663 |
Healthcare | 10.580 | 11.799 |
Communication Services | 6.320 | 8.297 |
Consumer Defensive | 6.150 | 6.513 |
Real Estate | 4.100 | 6.261 |
Energy | 3.850 | 3.676 |
Basic Materials | 3.600 | 3.653 |
Utilities | 2.730 | 2.792 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 22.20 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.45 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.30 | - | - | |
Columbia Mid Cap Index Inst | - | 10.03 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.18 | 35.56 | +1.14% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 7.61 | 28.60 | -0.45% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.45 | 45.28 | -0.59% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.09 | 41.97 | +1.08% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 3.80 | 58.71 | -0.58% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.71 | 23.39 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 414.46M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 345.1M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 275.41M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 258.32M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 236.37M | -2.17 | 8.40 | 8.42 |
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