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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.280 | 0.770 | 0.490 |
Shares | 82.270 | 82.270 | 0.000 |
Bonds | 17.420 | 17.450 | 0.030 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.145 | 18.586 |
Price to Book | 2.795 | 2.640 |
Price to Sales | 1.816 | 1.951 |
Price to Cash Flow | 11.689 | 11.238 |
Dividend Yield | 1.829 | 2.188 |
5 Years Earnings Growth | 9.749 | 9.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.630 | 22.618 |
Financial Services | 16.000 | 17.262 |
Industrials | 12.660 | 11.220 |
Consumer Cyclical | 11.040 | 10.491 |
Healthcare | 8.700 | 9.853 |
Communication Services | 7.240 | 7.219 |
Consumer Defensive | 5.230 | 6.557 |
Real Estate | 3.460 | 3.804 |
Energy | 3.430 | 4.352 |
Basic Materials | 3.160 | 3.609 |
Utilities | 2.440 | 3.015 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 32.86 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.52 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 12.07 | 39.06 | -0.43% | |
Columbia Mid Cap Index Inst | - | 11.93 | - | - | |
Vanguard Total Bond Market II Idx I | - | 7.54 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.30 | 46.04 | -0.39% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 3.13 | 29.27 | -0.27% | |
Vanguard Russell 1000 Growth | US92206C6802 | 2.78 | 114.67 | -1.15% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 2.73 | 46.62 | -0.11% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 2.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 451.48M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 365.04M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 292.24M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 280.82M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 6.53 | 9.28 | 7.55 |
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