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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.430 | 12.670 | 11.240 |
Shares | 80.610 | 80.610 | 0.000 |
Bonds | 16.100 | 16.450 | 0.350 |
Convertible | 1.640 | 1.640 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.105 | 16.671 |
Price to Book | 2.430 | 2.277 |
Price to Sales | 1.592 | 1.670 |
Price to Cash Flow | 10.462 | 9.252 |
Dividend Yield | 2.012 | 2.434 |
5 Years Earnings Growth | 10.213 | 10.064 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.290 | 19.327 |
Financial Services | 16.380 | 16.174 |
Industrials | 11.710 | 10.750 |
Healthcare | 11.130 | 11.558 |
Consumer Cyclical | 11.070 | 10.592 |
Communication Services | 7.720 | 7.209 |
Consumer Defensive | 5.070 | 6.617 |
Energy | 4.740 | 4.168 |
Real Estate | 3.270 | 7.091 |
Basic Materials | 3.160 | 3.591 |
Utilities | 2.460 | 2.925 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 15.79 | - | - | |
Columbia Mid Cap Index Inst | - | 11.88 | - | - | |
Columbia Overseas Core Institutional | - | 10.20 | - | - | |
Columbia Large Cap Index Inst | - | 8.71 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 7.91 | 32.53 | +0.62% | |
Columbia Total Return Bond Inst | - | 6.57 | - | - | |
Columbia Small Cap Index Inst | - | 6.52 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.37 | 52.44 | +0.25% | |
Columbia Disciplined Core Inst | - | 3.92 | - | - | |
Columbia Corporate Income Inst | - | 3.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 377.04M | -2.25 | 6.29 | 9.13 | ||
SC Future Scholar Advisor 529 Modea | 324.28M | -0.85 | 4.19 | 6.43 | ||
SC Future Scholar Advisor 529 Colua | 259.72M | -0.37 | 3.80 | 5.47 | ||
SC Future Scholar 529 Direct Large | 232.33M | -4.36 | 8.86 | 12.29 | ||
SC Future Scholar 529 Direct Growth | 216.36M | -1.84 | 5.88 | 8.54 |
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