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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.850 | 1.320 | 0.470 |
Shares | 63.080 | 63.080 | 0.000 |
Bonds | 36.040 | 36.120 | 0.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.144 | 17.720 |
Price to Book | 2.714 | 2.375 |
Price to Sales | 1.820 | 1.732 |
Price to Cash Flow | 11.812 | 9.662 |
Dividend Yield | 1.851 | 2.249 |
5 Years Earnings Growth | 11.930 | 10.948 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.570 | 19.460 |
Financial Services | 14.690 | 15.128 |
Industrials | 12.090 | 10.800 |
Consumer Cyclical | 11.380 | 10.767 |
Healthcare | 11.110 | 11.724 |
Communication Services | 6.510 | 6.887 |
Consumer Defensive | 5.520 | 6.346 |
Energy | 4.220 | 4.136 |
Real Estate | 3.790 | 8.223 |
Basic Materials | 3.680 | 3.709 |
Utilities | 2.430 | 2.823 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 33.33 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.20 | - | - | |
Columbia Mid Cap Index Inst | - | 10.08 | - | - | |
Vanguard Total Bond Market II Idx I | - | 8.60 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.30 | 60.58 | +0.31% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.33 | 47.30 | +0.23% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 6.99 | 83.93 | +0.34% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.05 | 45.27 | +0.52% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.67 | 24.06 | +0.31% | |
Vanguard Russell 1000 Growth | US92206C6802 | 2.79 | 96.17 | -0.50% |
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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