
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 0.980 | 0.600 |
Shares | 60.290 | 60.290 | 0.000 |
Bonds | 39.290 | 39.410 | 0.120 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.763 | 17.532 |
Price to Book | 2.459 | 2.896 |
Price to Sales | 1.632 | 2.104 |
Price to Cash Flow | 10.521 | 11.434 |
Dividend Yield | 2.039 | 2.163 |
5 Years Earnings Growth | 10.135 | 10.516 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.550 | 22.295 |
Financial Services | 17.180 | 16.695 |
Industrials | 12.470 | 10.794 |
Consumer Cyclical | 10.900 | 9.701 |
Healthcare | 10.800 | 12.651 |
Communication Services | 6.270 | 6.952 |
Consumer Defensive | 6.000 | 6.416 |
Energy | 4.270 | 4.817 |
Real Estate | 4.200 | 3.364 |
Basic Materials | 3.580 | 3.247 |
Utilities | 2.780 | 3.069 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 22.05 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 10.84 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.27 | - | - | |
Columbia Mid Cap Index Inst | - | 9.91 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.37 | 33.33 | -0.39% | |
SPDR Portfolio Corporate Bond | US78464A1447 | 7.74 | 28.51 | -0.11% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.52 | 45.74 | +0.20% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.36 | 40.40 | 0.00% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 3.80 | 59.09 | +0.05% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.78 | 23.18 | +0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 395.53M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 334.97M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 266.57M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 244.79M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 225.68M | -2.17 | 8.40 | 8.42 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review