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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.170 | 1.000 | 0.830 |
Shares | 82.670 | 82.670 | 0.000 |
Bonds | 17.130 | 17.150 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.155 | 17.997 |
Price to Book | 2.779 | 2.610 |
Price to Sales | 1.862 | 1.873 |
Price to Cash Flow | 11.988 | 11.234 |
Dividend Yield | 1.854 | 2.235 |
5 Years Earnings Growth | 11.844 | 11.282 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.860 | 22.113 |
Financial Services | 14.640 | 15.629 |
Industrials | 11.880 | 11.238 |
Consumer Cyclical | 11.330 | 10.499 |
Healthcare | 11.020 | 11.557 |
Communication Services | 6.610 | 6.628 |
Consumer Defensive | 5.560 | 6.654 |
Energy | 4.240 | 4.891 |
Basic Materials | 3.750 | 4.012 |
Real Estate | 3.670 | 3.828 |
Utilities | 2.450 | 2.950 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 45.77 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.25 | - | - | |
Columbia Mid Cap Index Inst | - | 12.18 | - | - | |
Vanguard Total Bond Market II Idx I | - | 7.35 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.29 | 42.94 | -1.85% | |
Vanguard Russell 1000 Growth | US92206C6802 | 3.11 | 89.12 | -2.15% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 2.89 | 47.19 | +0.08% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 2.60 | 83.36 | +0.06% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.76 | 23.70 | -0.17% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 1.68 | 60.48 | +0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 355.37M | 12.69 | 6.27 | 9.77 | ||
SC Future Scholar Advisor 529 Modea | 323.8M | 9.08 | 2.79 | 6.91 | ||
SC Future Scholar Advisor 529 Colua | 252.25M | 8.02 | 2.16 | 5.85 | ||
SC Future Scholar 529 Direct Large | 224.64M | 16.54 | 9.41 | 12.94 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 9.25 | 3.53 | 7.32 |
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