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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.420 | 1.570 | 1.150 |
Shares | 92.640 | 92.640 | 0.000 |
Bonds | 6.900 | 6.910 | 0.010 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.892 | 17.288 |
Price to Book | 2.551 | 2.655 |
Price to Sales | 1.691 | 2.138 |
Price to Cash Flow | 11.243 | 12.359 |
Dividend Yield | 1.986 | 1.736 |
5 Years Earnings Growth | 11.213 | 12.034 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.170 | 23.190 |
Financial Services | 14.820 | 23.021 |
Industrials | 12.780 | 6.257 |
Consumer Cyclical | 11.600 | 7.274 |
Healthcare | 11.090 | 22.084 |
Communication Services | 6.390 | 5.606 |
Consumer Defensive | 5.930 | 4.666 |
Energy | 4.740 | 6.038 |
Basic Materials | 4.070 | 2.540 |
Real Estate | 3.770 | 3.253 |
Utilities | 2.650 | 1.942 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.35 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.33 | - | - | |
Columbia Mid Cap Index Inst | - | 14.03 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 7.85 | 41.53 | +0.97% | |
Vanguard Total Bond Market II Idx I | - | 5.59 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.51 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.34 | 23.23 | -0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 333.36M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.6M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.65M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 |
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