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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.080 | 1.950 | 0.870 |
Shares | 62.270 | 62.270 | 0.000 |
Bonds | 36.620 | 36.670 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.405 | 18.169 |
Price to Book | 2.775 | 2.523 |
Price to Sales | 1.832 | 1.867 |
Price to Cash Flow | 11.637 | 10.764 |
Dividend Yield | 1.792 | 2.188 |
5 Years Earnings Growth | 9.940 | 10.815 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.760 | 20.658 |
Financial Services | 16.080 | 15.658 |
Industrials | 12.780 | 10.982 |
Consumer Cyclical | 11.290 | 10.778 |
Healthcare | 8.930 | 11.219 |
Communication Services | 7.110 | 8.477 |
Consumer Defensive | 5.100 | 6.240 |
Real Estate | 3.670 | 6.141 |
Energy | 3.460 | 3.538 |
Basic Materials | 3.350 | 3.598 |
Utilities | 2.470 | 2.719 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 23.71 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.04 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.03 | - | - | |
Columbia Mid Cap Index Inst | - | 10.00 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.74 | 40.51 | -0.05% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 6.93 | 29.61 | -0.07% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 6.72 | 46.97 | -0.13% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.59 | 46.84 | +0.52% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 3.41 | 59.96 | -0.17% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.41 | 23.81 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 434.15M | 11.38 | 15.60 | 11.07 | ||
SC Future Scholar Advisor 529 Modea | 359.58M | 9.74 | 11.59 | 7.89 | ||
SC Future Scholar Advisor 529 Colua | 294.7M | 8.74 | 10.23 | 6.72 | ||
SC Future Scholar 529 Direct Large | 293.64M | 10.61 | 19.32 | 14.38 | ||
SC Future Scholar 529 Direct Growth | 245.92M | 10.64 | 14.42 | 10.30 |
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