
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.340 | 1.190 | 0.850 |
Shares | 81.320 | 81.320 | 0.000 |
Bonds | 18.310 | 18.340 | 0.030 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.834 | 17.350 |
Price to Book | 2.712 | 2.347 |
Price to Sales | 1.809 | 1.720 |
Price to Cash Flow | 11.524 | 9.519 |
Dividend Yield | 1.903 | 2.407 |
5 Years Earnings Growth | 9.437 | 9.806 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.220 | 20.158 |
Financial Services | 16.510 | 16.086 |
Industrials | 12.630 | 10.932 |
Consumer Cyclical | 11.000 | 10.525 |
Healthcare | 9.290 | 11.100 |
Communication Services | 6.980 | 7.308 |
Consumer Defensive | 5.570 | 6.514 |
Real Estate | 3.610 | 7.013 |
Energy | 3.520 | 3.964 |
Basic Materials | 3.210 | 3.532 |
Utilities | 2.460 | 2.868 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 34.82 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.85 | - | - | |
Columbia Mid Cap Index Inst | - | 12.12 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 11.91 | 38.04 | +0.18% | |
Vanguard Total Bond Market II Idx I | - | 8.15 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.31 | 43.10 | -0.19% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 3.18 | 29.24 | -0.07% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 2.78 | 46.32 | -0.09% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.77 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.69 | 23.64 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 434.81M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 356.48M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 284.74M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 273.9M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 247.55M | 7.50 | 11.81 | 9.41 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review