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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.830 | 40.070 | 0.240 |
Shares | 10.990 | 10.990 | 0.000 |
Bonds | 49.150 | 49.230 | 0.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.134 | 15.736 |
Price to Book | 4.301 | 2.459 |
Price to Sales | 2.544 | 1.937 |
Price to Cash Flow | 14.417 | 8.310 |
Dividend Yield | 1.458 | 2.217 |
5 Years Earnings Growth | 9.805 | 23.267 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.310 | 22.686 |
Financial Services | 13.290 | 15.824 |
Consumer Cyclical | 10.630 | 16.739 |
Communication Services | 9.950 | 9.503 |
Healthcare | 8.800 | 10.078 |
Industrials | 7.680 | 9.053 |
Consumer Defensive | 5.150 | 4.515 |
Energy | 3.040 | 7.459 |
Utilities | 2.400 | 4.905 |
Real Estate | 2.060 | 4.401 |
Basic Materials | 1.700 | 15.204 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio Corporate Bond | US78464A1447 | 10.16 | 29.27 | -0.27% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.42 | 46.62 | -0.11% | |
Columbia Large Cap Index Inst | - | 7.63 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 7.43 | 60.08 | +0.03% | |
Vanguard Total Bond Market II Idx I | - | 7.12 | - | - | |
Vanguard Short-Term Government Bond | US92206C1027 | 5.57 | 58.87 | +0.10% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.35 | 23.84 | -0.15% | |
Columbia Research Enhanced Core | US19761L7064 | 3.36 | 39.06 | -0.43% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.69 | - | - | |
Vanguard Long-Term Government Bond | US92206C8477 | 1.78 | 55.39 | -0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Coluc | 28.36M | 3.56 | 3.90 | 2.39 | ||
SC Future Scholar Advisor 529 Coluz | 17.79M | 4.06 | 4.68 | 3.16 | ||
SC Future Scholar 529 Direct Bond I | 12.36M | 3.74 | 1.72 | 1.61 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 3.74 | 4.17 | 2.65 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.97M | 4.71 | 0.83 | 2.44 |
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