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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.650 | 19.900 | 0.250 |
Shares | 32.630 | 32.630 | 0.000 |
Bonds | 47.690 | 47.790 | 0.100 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.727 | 18.618 |
Price to Book | 2.875 | 2.626 |
Price to Sales | 1.905 | 1.923 |
Price to Cash Flow | 12.243 | 11.215 |
Dividend Yield | 1.762 | 2.105 |
5 Years Earnings Growth | 12.004 | 11.525 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.000 | 20.966 |
Financial Services | 14.270 | 14.989 |
Industrials | 11.380 | 10.673 |
Consumer Cyclical | 11.260 | 10.671 |
Healthcare | 11.260 | 11.814 |
Communication Services | 6.860 | 8.011 |
Consumer Defensive | 5.500 | 6.293 |
Energy | 4.080 | 3.726 |
Real Estate | 3.660 | 6.620 |
Basic Materials | 3.350 | 3.573 |
Utilities | 2.390 | 2.666 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 19.35 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 13.55 | 60.59 | +0.33% | |
Vanguard Total Bond Market II Idx I | - | 10.05 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.57 | 47.31 | +0.25% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.44 | 83.95 | +0.37% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.64 | 24.07 | +0.38% | |
Vanguard Developed Markets Index Ins Pls | - | 4.64 | - | - | |
Columbia Mid Cap Index Inst | - | 4.09 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 3.05 | 45.33 | +0.67% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 367.63M | 14.64 | 6.10 | 9.62 | ||
SC Future Scholar Advisor 529 Modea | 331.81M | 10.91 | 2.82 | 6.81 | ||
SC Future Scholar Advisor 529 Colua | 257.46M | 9.79 | 2.28 | 5.80 | ||
SC Future Scholar 529 Direct Growth | 212.93M | 13.70 | 5.43 | 8.98 | ||
SC Future Scholar 529 Direct Large | 232.33M | 19.34 | 9.18 | 12.76 |
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