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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.410 | 1.260 | 0.850 |
Shares | 90.940 | 90.940 | 0.000 |
Bonds | 8.610 | 8.630 | 0.020 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.611 | 17.477 |
Price to Book | 2.362 | 2.819 |
Price to Sales | 1.587 | 2.274 |
Price to Cash Flow | 10.145 | 12.002 |
Dividend Yield | 2.127 | 1.690 |
5 Years Earnings Growth | 9.795 | 11.020 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.590 | 23.093 |
Financial Services | 17.300 | 22.571 |
Industrials | 12.870 | 6.662 |
Consumer Cyclical | 10.830 | 7.942 |
Healthcare | 10.580 | 20.953 |
Communication Services | 6.280 | 6.443 |
Consumer Defensive | 6.160 | 4.744 |
Real Estate | 4.080 | 2.505 |
Energy | 3.880 | 4.910 |
Basic Materials | 3.690 | 2.355 |
Utilities | 2.730 | 1.723 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 32.15 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 19.31 | - | - | |
Columbia Mid Cap Index Inst | - | 13.91 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 12.20 | 34.90 | -0.17% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.10 | 41.10 | -0.44% | |
Vanguard Total Bond Market II Idx I | - | 5.78 | - | - | |
Vanguard Russell 1000 Value | US92206C7149 | 3.94 | 82.81 | +0.06% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.86 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 1.39 | 28.79 | +0.24% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.35 | 23.50 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 342.91M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 274.21M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 255.55M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 233.89M | -2.17 | 8.40 | 8.42 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | -1.03 | 6.82 | 6.77 |
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