
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.540 | 1.790 | 1.250 |
Shares | 92.730 | 92.730 | 0.000 |
Bonds | 6.680 | 6.690 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.252 | 19.061 |
Price to Book | 2.724 | 2.999 |
Price to Sales | 1.810 | 2.402 |
Price to Cash Flow | 11.524 | 12.895 |
Dividend Yield | 1.831 | 1.597 |
5 Years Earnings Growth | 9.886 | 10.754 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.330 | 24.776 |
Financial Services | 16.300 | 21.940 |
Industrials | 12.920 | 7.046 |
Consumer Cyclical | 11.230 | 7.999 |
Healthcare | 8.940 | 19.877 |
Communication Services | 7.040 | 6.887 |
Consumer Defensive | 5.130 | 4.398 |
Real Estate | 3.660 | 2.318 |
Energy | 3.490 | 4.465 |
Basic Materials | 3.450 | 2.274 |
Utilities | 2.480 | 1.619 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 34.31 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.64 | - | - | |
Columbia Mid Cap Index Inst | - | 13.94 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 12.55 | 40.51 | -0.02% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.66 | 46.58 | -0.27% | |
Vanguard Total Bond Market II Idx I | - | 4.72 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 2.97 | 121.85 | +0.15% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.97 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 1.22 | 29.54 | +0.02% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.02 | 23.81 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 359.96M | 9.74 | 11.59 | 7.89 | ||
SC Future Scholar Advisor 529 Colua | 294.84M | 8.74 | 10.23 | 6.72 | ||
SC Future Scholar 529 Direct Large | 293.72M | 10.61 | 19.32 | 14.38 | ||
SC Future Scholar 529 Direct Growth | 246.48M | 10.64 | 14.42 | 10.30 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 9.23 | 11.57 | 8.25 |
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