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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.490 | 6.150 | 4.660 |
Shares | 80.180 | 80.180 | 0.000 |
Bonds | 16.430 | 16.580 | 0.150 |
Convertible | 1.630 | 1.630 | 0.000 |
Preferred | 0.230 | 0.230 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.937 | 16.818 |
Price to Book | 2.342 | 2.275 |
Price to Sales | 1.564 | 1.673 |
Price to Cash Flow | 10.030 | 9.229 |
Dividend Yield | 2.122 | 2.450 |
5 Years Earnings Growth | 9.843 | 9.838 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 19.354 |
Financial Services | 16.470 | 16.179 |
Industrials | 11.740 | 10.850 |
Healthcare | 11.490 | 11.498 |
Consumer Cyclical | 10.580 | 10.519 |
Communication Services | 7.470 | 7.209 |
Consumer Defensive | 5.230 | 6.678 |
Energy | 4.750 | 4.067 |
Real Estate | 3.520 | 7.106 |
Basic Materials | 3.320 | 3.602 |
Utilities | 2.600 | 2.938 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 15.71 | - | - | |
Columbia Mid Cap Index Inst | - | 11.71 | - | - | |
Columbia Overseas Core Institutional | - | 10.59 | - | - | |
Columbia Large Cap Index Inst | - | 8.66 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 7.79 | 36.06 | -0.04% | |
Columbia Total Return Bond Inst | - | 6.61 | - | - | |
Columbia Small Cap Index Inst | - | 6.38 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.53 | 55.79 | -0.65% | |
Columbia Disciplined Core Inst | - | 3.95 | - | - | |
Columbia Corporate Income Inst | - | 3.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 418.81M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 347.83M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 278.68M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 261.44M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 238.75M | 2.28 | 9.76 | 8.83 |
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