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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 1.290 | 0.700 |
Shares | 60.610 | 60.610 | 0.000 |
Bonds | 38.760 | 38.860 | 0.100 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.747 | 17.134 |
Price to Book | 2.408 | 2.301 |
Price to Sales | 1.607 | 1.683 |
Price to Cash Flow | 10.257 | 9.288 |
Dividend Yield | 2.087 | 2.305 |
5 Years Earnings Growth | 9.840 | 10.439 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.910 | 18.816 |
Financial Services | 17.130 | 15.786 |
Industrials | 12.760 | 10.867 |
Consumer Cyclical | 10.880 | 10.673 |
Healthcare | 10.580 | 11.680 |
Communication Services | 6.320 | 6.880 |
Consumer Defensive | 6.150 | 6.382 |
Real Estate | 4.100 | 8.310 |
Energy | 3.850 | 4.045 |
Basic Materials | 3.600 | 3.649 |
Utilities | 2.730 | 2.914 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 22.20 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.45 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.30 | - | - | |
Columbia Mid Cap Index Inst | - | 10.03 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.18 | 35.16 | -0.17% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 7.61 | 28.73 | -0.24% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.45 | 45.55 | -0.37% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.09 | 41.52 | 0.00% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 3.80 | 59.05 | -0.24% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.71 | 23.40 | -0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 388.15M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 332.25M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 265.21M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 240.77M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 222.28M | -2.17 | 8.40 | 8.42 |
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