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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.490 | 39.750 | 0.260 |
Shares | 10.310 | 10.310 | 0.000 |
Bonds | 50.180 | 50.290 | 0.110 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.199 | 14.508 |
Price to Book | 3.927 | 2.353 |
Price to Sales | 2.504 | 1.867 |
Price to Cash Flow | 13.381 | 7.886 |
Dividend Yield | 1.601 | 2.303 |
5 Years Earnings Growth | 9.899 | 22.387 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.720 | 20.234 |
Financial Services | 14.080 | 15.179 |
Healthcare | 10.860 | 11.156 |
Consumer Cyclical | 10.420 | 16.468 |
Communication Services | 9.360 | 9.417 |
Industrials | 7.540 | 9.547 |
Consumer Defensive | 6.160 | 4.630 |
Energy | 3.200 | 8.116 |
Utilities | 2.520 | 4.980 |
Real Estate | 2.310 | 5.141 |
Basic Materials | 1.820 | 15.462 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio Corporate Bond | US78464A1447 | 9.88 | 28.79 | +0.24% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.31 | 45.74 | +0.22% | |
Columbia Large Cap Index Inst | - | 7.96 | - | - | |
Vanguard Total Bond Market II Idx I | - | 7.69 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 7.37 | 59.29 | +0.27% | |
Vanguard Short-Term Government Bond | US92206C1027 | 5.51 | 58.64 | +0.14% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.16 | 23.50 | +0.13% | |
Vanguard Long-Term Government Bond | US92206C8477 | 3.17 | 54.97 | +0.27% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.57 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.36 | 34.90 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Coluc | 28.36M | 1.37 | 3.18 | 2.13 | ||
SC Future Scholar Advisor 529 Coluz | 18.39M | 1.60 | 3.96 | 2.89 | ||
SC Future Scholar 529 Direct Bond I | 11.91M | 3.14 | 2.00 | 1.48 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 1.46 | 3.46 | 2.39 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.73M | 4.28 | 0.69 | 2.25 |
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