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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.390 | 40.760 | 0.370 |
Shares | 10.080 | 10.080 | 0.000 |
Bonds | 49.440 | 49.680 | 0.240 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.145 | 17.186 |
Price to Book | 3.869 | 2.956 |
Price to Sales | 2.590 | 1.864 |
Price to Cash Flow | 13.192 | 9.748 |
Dividend Yield | 1.540 | 2.608 |
5 Years Earnings Growth | 10.285 | 9.052 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.660 | 20.082 |
Financial Services | 13.900 | 15.459 |
Healthcare | 11.990 | 11.714 |
Communication Services | 10.860 | 7.512 |
Consumer Cyclical | 9.670 | 9.790 |
Industrials | 7.420 | 9.827 |
Consumer Defensive | 4.790 | 6.674 |
Energy | 3.280 | 4.142 |
Utilities | 2.330 | 3.313 |
Real Estate | 1.880 | 8.301 |
Basic Materials | 1.220 | 3.184 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.23 | - | - | |
Columbia Total Return Bond Inst | - | 10.33 | - | - | |
Columbia Quality Income Inst | - | 8.76 | - | - | |
Columbia Corporate Income Inst | - | 8.02 | - | - | |
Columbia Income Opportunities Inst | - | 4.99 | - | - | |
Columbia Contrarian Core Inst | - | 4.35 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.49 | - | - | |
Columbia Large Cap Index Inst | - | 2.01 | - | - | |
Columbia Disciplined Core Inst | - | 1.96 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 1.91 | 35.56 | +1.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 413.57M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 344.45M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 274.95M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 256.99M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 235.7M | -2.17 | 8.40 | 8.42 |
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