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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 1.290 | 0.700 |
Shares | 60.610 | 60.610 | 0.000 |
Bonds | 38.760 | 38.860 | 0.100 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.747 | 17.544 |
Price to Book | 2.408 | 2.842 |
Price to Sales | 1.607 | 2.078 |
Price to Cash Flow | 10.257 | 11.228 |
Dividend Yield | 2.087 | 2.204 |
5 Years Earnings Growth | 9.840 | 10.019 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.910 | 21.465 |
Financial Services | 17.130 | 16.989 |
Industrials | 12.760 | 10.974 |
Consumer Cyclical | 10.880 | 9.604 |
Healthcare | 10.580 | 12.842 |
Communication Services | 6.320 | 7.034 |
Consumer Defensive | 6.150 | 6.612 |
Real Estate | 4.100 | 3.351 |
Energy | 3.850 | 4.877 |
Basic Materials | 3.600 | 3.258 |
Utilities | 2.730 | 2.994 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 22.20 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.45 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.30 | - | - | |
Columbia Mid Cap Index Inst | - | 10.03 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.18 | 36.66 | +0.58% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 7.61 | 29.09 | -0.14% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.45 | 46.19 | -0.39% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.09 | 42.65 | +0.26% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 3.80 | 59.65 | -0.17% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.71 | 23.72 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 425.42M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 353.11M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 282.25M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 266.11M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 243.02M | 2.28 | 9.76 | 8.83 |
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