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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.340 | 1.190 | 0.850 |
Shares | 81.320 | 81.320 | 0.000 |
Bonds | 18.310 | 18.340 | 0.030 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.834 | 18.401 |
Price to Book | 2.712 | 2.613 |
Price to Sales | 1.809 | 1.933 |
Price to Cash Flow | 11.524 | 11.127 |
Dividend Yield | 1.903 | 2.228 |
5 Years Earnings Growth | 9.437 | 9.512 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.220 | 22.323 |
Financial Services | 16.510 | 17.334 |
Industrials | 12.630 | 11.127 |
Consumer Cyclical | 11.000 | 10.483 |
Healthcare | 9.290 | 10.069 |
Communication Services | 6.980 | 7.179 |
Consumer Defensive | 5.570 | 6.682 |
Real Estate | 3.610 | 3.838 |
Energy | 3.520 | 4.335 |
Basic Materials | 3.210 | 3.627 |
Utilities | 2.460 | 3.006 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 34.82 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.85 | - | - | |
Columbia Mid Cap Index Inst | - | 12.12 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 11.91 | 38.02 | +0.13% | |
Vanguard Total Bond Market II Idx I | - | 8.15 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.31 | 43.13 | -0.12% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 3.18 | 29.27 | +0.02% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 2.78 | 46.35 | -0.02% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.77 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.69 | 23.64 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 435.68M | 6.69 | 15.31 | 10.09 | ||
SC Future Scholar Advisor 529 Modea | 356.45M | 6.06 | 11.35 | 7.17 | ||
SC Future Scholar Advisor 529 Colua | 285.8M | 5.60 | 9.91 | 6.14 | ||
SC Future Scholar 529 Direct Large | 272.37M | 6.07 | 19.49 | 13.43 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.70 | 11.24 | 7.59 |
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