
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.270 | 6.360 | 5.090 |
Shares | 82.120 | 82.120 | 0.000 |
Bonds | 14.680 | 14.840 | 0.160 |
Convertible | 1.650 | 1.650 | 0.000 |
Preferred | 0.240 | 0.240 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.976 | 17.572 |
Price to Book | 2.776 | 2.371 |
Price to Sales | 1.844 | 1.743 |
Price to Cash Flow | 11.691 | 9.617 |
Dividend Yield | 1.838 | 2.380 |
5 Years Earnings Growth | 10.147 | 9.956 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.720 | 20.265 |
Financial Services | 15.960 | 16.048 |
Industrials | 12.120 | 10.933 |
Consumer Cyclical | 11.020 | 10.583 |
Healthcare | 9.250 | 10.981 |
Communication Services | 7.770 | 7.363 |
Consumer Defensive | 4.630 | 6.418 |
Energy | 3.970 | 3.956 |
Real Estate | 3.100 | 7.008 |
Basic Materials | 3.090 | 3.577 |
Utilities | 2.380 | 2.872 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 15.83 | - | - | |
Columbia Mid Cap Index Inst | - | 12.03 | - | - | |
Columbia Overseas Core Institutional | - | 10.06 | - | - | |
Columbia Large Cap Index Inst | - | 9.12 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.10 | 40.54 | +0.47% | |
Columbia Small Cap Index Inst | - | 6.62 | - | - | |
Columbia Total Return Bond Inst | - | 5.92 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 5.30 | 122.19 | +1.00% | |
Vanguard FTSE Developed Markets | US9219438580 | 4.40 | 60.84 | +0.31% | |
Columbia Disciplined Core Inst | - | 4.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 433.84M | 11.38 | 15.60 | 11.07 | ||
SC Future Scholar Advisor 529 Modea | 358.72M | 9.74 | 11.59 | 7.89 | ||
SC Future Scholar Advisor 529 Colua | 293.36M | 8.74 | 10.23 | 6.72 | ||
SC Future Scholar 529 Direct Large | 293.47M | 10.61 | 19.32 | 14.38 | ||
SC Future Scholar 529 Direct Growth | 245.7M | 10.64 | 14.42 | 10.30 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review