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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.350 | 1.040 | 0.690 |
Shares | 80.660 | 80.660 | 0.000 |
Bonds | 18.950 | 19.000 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.886 | 17.001 |
Price to Book | 2.502 | 2.478 |
Price to Sales | 1.666 | 1.849 |
Price to Cash Flow | 10.641 | 10.623 |
Dividend Yield | 2.033 | 2.309 |
5 Years Earnings Growth | 10.122 | 10.061 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.050 | 20.667 |
Financial Services | 17.080 | 17.444 |
Industrials | 12.160 | 10.856 |
Consumer Cyclical | 10.840 | 10.414 |
Healthcare | 10.810 | 11.068 |
Communication Services | 6.480 | 6.841 |
Consumer Defensive | 6.020 | 6.929 |
Energy | 4.240 | 4.815 |
Real Estate | 4.030 | 4.095 |
Basic Materials | 3.510 | 3.781 |
Utilities | 2.780 | 3.088 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 30.94 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.49 | - | - | |
Columbia Mid Cap Index Inst | - | 11.93 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 11.92 | 33.15 | -0.75% | |
Vanguard Total Bond Market II Idx I | - | 7.82 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.49 | 39.64 | -0.69% | |
Vanguard Russell 1000 Value | US92206C7149 | 3.58 | 80.27 | -0.64% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 3.50 | 28.59 | +0.18% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 3.08 | 45.83 | +0.42% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.85 | 23.15 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 395.98M | -2.25 | 6.29 | 9.13 | ||
SC Future Scholar Advisor 529 Modea | 335.59M | -0.85 | 4.19 | 6.43 | ||
SC Future Scholar Advisor 529 Colua | 267.26M | -0.37 | 3.80 | 5.47 | ||
SC Future Scholar 529 Direct Large | 246.02M | -4.36 | 8.86 | 12.29 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | -0.82 | 4.61 | 6.85 |
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