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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.240 | 8.600 | 3.360 |
Shares | 51.380 | 51.380 | 0.000 |
Bonds | 43.280 | 43.470 | 0.190 |
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 | 17.226 | 17.313 |
Price to Book | 2.516 | 2.320 |
Price to Sales | 1.640 | 1.694 |
Price to Cash Flow | 10.682 | 9.377 |
Dividend Yield | 2.038 | 2.298 |
5 Years Earnings Growth | 9.444 | 10.360 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.510 | 18.875 |
Financial Services | 16.320 | 15.776 |
Industrials | 11.750 | 10.875 |
Healthcare | 11.560 | 11.657 |
Consumer Cyclical | 10.500 | 10.683 |
Communication Services | 7.530 | 6.874 |
Consumer Defensive | 5.270 | 6.403 |
Energy | 4.300 | 3.994 |
Real Estate | 3.490 | 8.305 |
Basic Materials | 3.220 | 3.646 |
Utilities | 2.540 | 2.917 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.04 | - | - | |
Columbia US Treasury Index Inst | - | 12.42 | - | - | |
Columbia Corporate Income Inst | - | 9.00 | - | - | |
Columbia Quality Income Inst | - | 8.54 | - | - | |
Columbia Mid Cap Index Inst | - | 8.09 | - | - | |
Columbia Total Return Bond Inst | - | 7.90 | - | - | |
Columbia Overseas Core Institutional | - | 6.22 | - | - | |
Columbia Large Cap Index Inst | - | 4.91 | - | - | |
Columbia Income Opportunities Inst | - | 4.45 | - | - | |
Columbia Small Cap Index Inst | - | 4.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 425.42M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 353.11M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 282.25M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 266.11M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 243.02M | 2.28 | 9.76 | 8.83 |
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