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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.440 | 1.280 | 0.840 |
Shares | 80.880 | 80.880 | 0.000 |
Bonds | 18.640 | 18.690 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.885 | 16.980 |
Price to Book | 2.456 | 2.469 |
Price to Sales | 1.643 | 1.843 |
Price to Cash Flow | 10.391 | 10.577 |
Dividend Yield | 2.075 | 2.318 |
5 Years Earnings Growth | 9.825 | 10.014 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.470 | 20.672 |
Financial Services | 17.010 | 17.446 |
Industrials | 12.410 | 10.872 |
Consumer Cyclical | 10.820 | 10.412 |
Healthcare | 10.590 | 11.065 |
Communication Services | 6.540 | 6.840 |
Consumer Defensive | 6.160 | 6.931 |
Real Estate | 3.940 | 4.094 |
Energy | 3.820 | 4.809 |
Basic Materials | 3.520 | 3.782 |
Utilities | 2.720 | 3.077 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.21 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 15.04 | - | - | |
Columbia Mid Cap Index Inst | - | 12.00 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 11.69 | 34.96 | +0.58% | |
Vanguard Total Bond Market II Idx I | - | 7.71 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.18 | 41.28 | +0.41% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 3.45 | 28.72 | +0.38% | |
Vanguard Russell 1000 Value | US92206C7149 | 3.44 | 82.76 | +0.44% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 3.06 | 45.64 | +0.37% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.82 | 23.47 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 388.15M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 332.25M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 265.21M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 240.77M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | -1.03 | 6.82 | 6.77 |
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