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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.320 | 6.020 | 4.700 |
Shares | 81.030 | 81.060 | 0.030 |
Bonds | 15.730 | 15.880 | 0.150 |
Convertible | 1.640 | 1.640 | 0.000 |
Preferred | 0.230 | 0.230 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.201 | 17.350 |
Price to Book | 2.672 | 2.347 |
Price to Sales | 1.762 | 1.720 |
Price to Cash Flow | 11.299 | 9.519 |
Dividend Yield | 1.948 | 2.407 |
5 Years Earnings Growth | 9.580 | 9.806 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.820 | 20.158 |
Financial Services | 16.180 | 16.086 |
Industrials | 12.080 | 10.932 |
Consumer Cyclical | 10.850 | 10.525 |
Healthcare | 9.850 | 11.100 |
Communication Services | 7.690 | 7.308 |
Consumer Defensive | 4.890 | 6.514 |
Energy | 4.100 | 3.964 |
Real Estate | 3.150 | 7.013 |
Basic Materials | 3.080 | 3.532 |
Utilities | 2.300 | 2.868 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 16.11 | - | - | |
Columbia Mid Cap Index Inst | - | 11.96 | - | - | |
Columbia Overseas Core Institutional | - | 10.17 | - | - | |
Columbia Large Cap Index Inst | - | 9.21 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 7.96 | 38.47 | +1.13% | |
Columbia Total Return Bond Inst | - | 6.78 | - | - | |
Columbia Small Cap Index Inst | - | 6.40 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.46 | 58.02 | +0.47% | |
Columbia Disciplined Core Inst | - | 4.04 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 3.89 | 114.78 | +0.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 437.6M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 357.28M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 286.33M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 274.01M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 249.41M | 7.50 | 11.81 | 9.41 |
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