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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.270 | 5.860 | 4.590 |
Shares | 82.020 | 82.050 | 0.030 |
Bonds | 14.780 | 14.910 | 0.130 |
Convertible | 1.650 | 1.650 | 0.000 |
Preferred | 0.230 | 0.230 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.590 | 17.448 |
Price to Book | 2.750 | 2.363 |
Price to Sales | 1.769 | 1.724 |
Price to Cash Flow | 11.493 | 9.573 |
Dividend Yield | 1.890 | 2.387 |
5 Years Earnings Growth | 9.887 | 9.889 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.710 | 20.383 |
Financial Services | 15.830 | 16.021 |
Industrials | 11.890 | 10.956 |
Consumer Cyclical | 10.970 | 10.541 |
Healthcare | 9.610 | 10.972 |
Communication Services | 7.900 | 7.349 |
Consumer Defensive | 4.740 | 6.441 |
Energy | 3.970 | 3.955 |
Real Estate | 3.100 | 6.988 |
Basic Materials | 3.030 | 3.529 |
Utilities | 2.250 | 2.867 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 16.23 | - | - | |
Columbia Mid Cap Index Inst | - | 11.95 | - | - | |
Columbia Overseas Core Institutional | - | 9.91 | - | - | |
Columbia Large Cap Index Inst | - | 9.23 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.05 | 39.06 | -0.43% | |
Columbia Small Cap Index Inst | - | 6.44 | - | - | |
Columbia Total Return Bond Inst | - | 5.79 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 5.40 | 114.67 | -1.15% | |
Vanguard FTSE Developed Markets | US9219438580 | 4.34 | 58.71 | -0.51% | |
Columbia Disciplined Core Inst | - | 4.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 451.48M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 365.04M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 292.24M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 280.82M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 257.47M | 7.50 | 11.81 | 9.41 |
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