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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.510 | 20.050 | 0.540 |
Shares | 31.130 | 31.130 | 0.000 |
Bonds | 49.330 | 49.420 | 0.090 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.171 | 18.514 |
Price to Book | 2.818 | 2.618 |
Price to Sales | 1.780 | 1.910 |
Price to Cash Flow | 11.694 | 11.062 |
Dividend Yield | 1.793 | 2.118 |
5 Years Earnings Growth | 9.789 | 10.516 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.590 | 21.180 |
Financial Services | 15.820 | 15.721 |
Industrials | 12.370 | 11.067 |
Consumer Cyclical | 11.060 | 10.630 |
Healthcare | 9.140 | 10.874 |
Communication Services | 7.240 | 8.227 |
Consumer Defensive | 5.330 | 6.191 |
Real Estate | 3.610 | 6.539 |
Energy | 3.390 | 3.464 |
Basic Materials | 3.070 | 3.446 |
Utilities | 2.370 | 2.664 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 12.81 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.23 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 9.81 | 29.31 | +0.07% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.05 | 46.54 | +0.19% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 5.85 | 59.90 | +0.23% | |
Vanguard Short-Term Government Bond | US92206C1027 | 5.57 | 58.79 | +0.12% | |
Vanguard Developed Markets Index Ins Pls | - | 5.11 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 4.97 | 39.14 | +0.41% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.51 | 23.84 | +0.21% | |
Columbia Mid Cap Index Inst | - | 4.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 450.43M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 363.91M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 291.24M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 279.45M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 256.64M | 7.50 | 11.81 | 9.41 |
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