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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.720 | 41.090 | 0.370 |
Shares | 10.140 | 10.140 | 0.000 |
Bonds | 49.050 | 49.690 | 0.640 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.349 | 17.557 |
Price to Book | 4.393 | 3.031 |
Price to Sales | 2.820 | 1.923 |
Price to Cash Flow | 14.643 | 10.092 |
Dividend Yield | 1.365 | 2.561 |
5 Years Earnings Growth | 11.411 | 9.363 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.870 | 20.253 |
Financial Services | 13.210 | 15.334 |
Communication Services | 11.600 | 7.596 |
Consumer Cyclical | 11.560 | 10.048 |
Healthcare | 10.830 | 11.556 |
Industrials | 7.130 | 9.746 |
Consumer Defensive | 4.770 | 6.541 |
Energy | 2.980 | 4.139 |
Utilities | 2.240 | 3.271 |
Real Estate | 1.600 | 8.291 |
Basic Materials | 1.210 | 3.226 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.20 | - | - | |
Columbia Total Return Bond Inst | - | 11.17 | - | - | |
Columbia Quality Income Inst | - | 8.70 | - | - | |
Columbia Corporate Income Inst | - | 7.56 | - | - | |
Columbia Income Opportunities Inst | - | 4.99 | - | - | |
Columbia Contrarian Core Inst | - | 4.39 | - | - | |
Columbia Large Cap Index Inst | - | 3.85 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.53 | - | - | |
Columbia Disciplined Core Inst | - | 1.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 368.88M | -2.25 | 6.29 | 9.13 | ||
SC Future Scholar Advisor 529 Modea | 319.75M | -0.85 | 4.19 | 6.43 | ||
SC Future Scholar Advisor 529 Colua | 256.05M | -0.37 | 3.80 | 5.47 | ||
SC Future Scholar 529 Direct Large | 227.58M | -4.36 | 8.86 | 12.29 | ||
SC Future Scholar 529 Direct Growth | 212.2M | -1.84 | 5.88 | 8.54 |
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