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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.490 | 5.120 | 0.630 |
Shares | 51.790 | 51.790 | 0.000 |
Bonds | 43.680 | 43.790 | 0.110 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.930 | 17.313 |
Price to Book | 2.564 | 2.320 |
Price to Sales | 1.699 | 1.694 |
Price to Cash Flow | 10.947 | 9.377 |
Dividend Yield | 1.983 | 2.298 |
5 Years Earnings Growth | 9.342 | 10.360 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.740 | 18.875 |
Financial Services | 16.850 | 15.776 |
Industrials | 12.470 | 10.875 |
Consumer Cyclical | 11.050 | 10.683 |
Healthcare | 10.430 | 11.657 |
Communication Services | 6.510 | 6.874 |
Consumer Defensive | 6.130 | 6.403 |
Real Estate | 4.010 | 8.305 |
Energy | 3.700 | 3.994 |
Basic Materials | 3.400 | 3.646 |
Utilities | 2.710 | 2.917 |
Number of long holdings: 17
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 20.35 | - | - | |
Vanguard Total Bond Market II Idx I | - | 9.72 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 9.25 | 29.09 | -0.14% | |
Columbia Mid Cap Index Inst | - | 8.21 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 8.19 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.10 | 46.19 | -0.39% | |
Columbia Research Enhanced Core | US19761L7064 | 7.41 | 36.66 | +0.58% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 4.95 | 59.65 | -0.17% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.38 | 42.65 | +0.26% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.09 | 23.72 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 425.42M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 353.11M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 282.25M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 266.11M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 243.02M | 2.28 | 9.76 | 8.83 |
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