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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 41.090 | 41.580 | 0.490 |
Shares | 10.880 | 10.880 | 0.000 |
Bonds | 47.850 | 48.060 | 0.210 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.488 | 17.832 |
Price to Book | 4.270 | 3.041 |
Price to Sales | 2.626 | 1.905 |
Price to Cash Flow | 14.232 | 10.031 |
Dividend Yield | 1.398 | 2.565 |
5 Years Earnings Growth | 10.062 | 8.917 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.550 | 20.873 |
Financial Services | 13.740 | 15.396 |
Communication Services | 11.410 | 7.685 |
Consumer Cyclical | 9.740 | 9.922 |
Healthcare | 9.510 | 11.062 |
Industrials | 7.650 | 9.886 |
Consumer Defensive | 4.220 | 6.455 |
Energy | 2.980 | 4.025 |
Utilities | 2.060 | 3.299 |
Real Estate | 1.650 | 8.230 |
Basic Materials | 1.500 | 3.169 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.13 | - | - | |
Columbia Total Return Bond Inst | - | 9.24 | - | - | |
Columbia Quality Income Inst | - | 8.59 | - | - | |
Columbia Corporate Income Inst | - | 8.03 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.16 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.72 | 39.07 | +1.53% | |
Columbia Emerging Markets Bond Inst | - | 2.54 | - | - | |
Columbia Large Cap Index Inst | - | 2.05 | - | - | |
Columbia Disciplined Core Inst | - | 2.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 442.17M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 358.91M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 287.67M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 275.07M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 252.38M | 7.50 | 11.81 | 9.41 |
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