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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.000 | 6.500 | 4.500 |
Shares | 62.020 | 62.030 | 0.010 |
Bonds | 34.030 | 34.520 | 0.490 |
Convertible | 1.850 | 1.850 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.160 | 17.380 |
Price to Book | 2.488 | 2.337 |
Price to Sales | 1.631 | 1.698 |
Price to Cash Flow | 10.766 | 9.475 |
Dividend Yield | 1.965 | 2.276 |
5 Years Earnings Growth | 11.362 | 10.793 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.390 | 19.017 |
Financial Services | 13.800 | 15.154 |
Industrials | 12.480 | 10.942 |
Consumer Cyclical | 11.940 | 10.942 |
Healthcare | 11.540 | 11.746 |
Communication Services | 7.120 | 6.824 |
Consumer Defensive | 5.700 | 6.428 |
Energy | 5.280 | 4.182 |
Basic Materials | 3.550 | 3.730 |
Real Estate | 3.120 | 8.224 |
Utilities | 2.080 | 2.816 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.73 | - | - | |
Columbia Large Cap Index Inst | - | 11.73 | - | - | |
Columbia Mid Cap Index Inst | - | 9.96 | - | - | |
Columbia US Treasury Index Inst | - | 9.53 | - | - | |
Columbia Overseas Core Institutional | - | 8.03 | - | - | |
Columbia Total Return Bond Inst | - | 7.51 | - | - | |
Columbia Quality Income Inst | - | 6.75 | - | - | |
Columbia Corporate Income Inst | - | 6.27 | - | - | |
Columbia Small Cap Index Inst | - | 4.99 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.19 | 88.06 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 363.01M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 324.67M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 244.92M | 0.73 | 0.59 | 5.26 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 1.36 | 1.95 | 6.68 |
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