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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.580 | 8.640 | 3.060 |
Shares | 49.920 | 49.920 | 0.000 |
Bonds | 44.400 | 44.600 | 0.200 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.024 | 16.278 |
Price to Book | 2.372 | 2.186 |
Price to Sales | 1.577 | 1.581 |
Price to Cash Flow | 10.115 | 8.923 |
Dividend Yield | 2.069 | 2.558 |
5 Years Earnings Growth | 9.868 | 9.458 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.050 | 19.556 |
Financial Services | 16.370 | 16.071 |
Industrials | 11.700 | 10.867 |
Healthcare | 11.640 | 11.269 |
Consumer Cyclical | 10.510 | 10.185 |
Communication Services | 7.670 | 7.063 |
Consumer Defensive | 5.050 | 6.518 |
Energy | 4.720 | 4.188 |
Real Estate | 3.530 | 7.806 |
Basic Materials | 3.230 | 3.526 |
Utilities | 2.510 | 2.950 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 12.75 | - | - | |
Columbia Contrarian Core Inst | - | 12.71 | - | - | |
Columbia Corporate Income Inst | - | 9.15 | - | - | |
Columbia Quality Income Inst | - | 8.80 | - | - | |
Columbia Total Return Bond Inst | - | 8.22 | - | - | |
Columbia Mid Cap Index Inst | - | 7.80 | - | - | |
Columbia Overseas Core Institutional | - | 6.42 | - | - | |
Columbia Large Cap Index Inst | - | 4.51 | - | - | |
Columbia Income Opportunities Inst | - | 4.49 | - | - | |
Columbia Small Cap Index Inst | - | 4.29 | - | - |
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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