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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 | 16.634 |
Price to Book | 2.342 | 2.256 |
Price to Sales | 1.564 | 1.659 |
Price to Cash Flow | 10.030 | 9.138 |
Dividend Yield | 2.122 | 2.460 |
5 Years Earnings Growth | 9.843 | 9.929 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.820 | 19.267 |
Financial Services | 16.470 | 16.197 |
Industrials | 11.740 | 10.818 |
Healthcare | 11.490 | 11.578 |
Consumer Cyclical | 10.580 | 10.503 |
Communication Services | 7.470 | 7.181 |
Consumer Defensive | 5.230 | 6.680 |
Energy | 4.750 | 4.118 |
Real Estate | 3.520 | 7.111 |
Basic Materials | 3.320 | 3.610 |
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 | 34.91 | +0.01% | |
Columbia Total Return Bond Inst | - | 6.61 | - | - | |
Columbia Small Cap Index Inst | - | 6.38 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.53 | 55.92 | +0.61% | |
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 | 410.66M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 342.91M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 274.21M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 255.55M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 233.89M | -2.17 | 8.40 | 8.42 |
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