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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.960 | 40.320 | 0.360 |
Shares | 10.420 | 10.420 | 0.000 |
Bonds | 49.510 | 49.750 | 0.240 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.680 | 17.852 |
Price to Book | 4.304 | 3.043 |
Price to Sales | 2.884 | 1.931 |
Price to Cash Flow | 14.422 | 10.050 |
Dividend Yield | 1.400 | 2.568 |
5 Years Earnings Growth | 9.712 | 8.871 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.190 | 20.815 |
Financial Services | 14.010 | 15.434 |
Communication Services | 11.320 | 7.665 |
Healthcare | 9.790 | 11.097 |
Consumer Cyclical | 9.690 | 9.919 |
Industrials | 7.650 | 9.888 |
Consumer Defensive | 4.300 | 6.471 |
Energy | 2.960 | 4.023 |
Utilities | 2.000 | 3.293 |
Real Estate | 1.630 | 8.229 |
Basic Materials | 1.450 | 3.166 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.14 | - | - | |
Columbia Total Return Bond Inst | - | 10.53 | - | - | |
Columbia Quality Income Inst | - | 8.64 | - | - | |
Columbia Corporate Income Inst | - | 8.04 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.25 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.55 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.11 | 37.21 | -1.35% | |
Columbia Large Cap Index Inst | - | 2.09 | - | - | |
Columbia Disciplined Core Inst | - | 2.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 434.81M | 6.69 | 15.31 | 10.09 | ||
SC Future Scholar Advisor 529 Modea | 356.48M | 6.06 | 11.35 | 7.17 | ||
SC Future Scholar Advisor 529 Colua | 284.74M | 5.60 | 9.91 | 6.14 | ||
SC Future Scholar 529 Direct Large | 273.9M | 6.07 | 19.49 | 13.43 | ||
SC Future Scholar 529 Direct Growth | 247.55M | 6.34 | 14.14 | 9.44 |
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