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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.750 | 5.710 | 3.960 |
Shares | 60.010 | 60.010 | 0.000 |
Bonds | 36.310 | 36.500 | 0.190 |
Convertible | 1.630 | 1.630 | 0.000 |
Preferred | 0.240 | 0.240 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.789 | 16.278 |
Price to Book | 2.300 | 2.186 |
Price to Sales | 1.535 | 1.581 |
Price to Cash Flow | 9.925 | 8.923 |
Dividend Yield | 2.127 | 2.558 |
5 Years Earnings Growth | 9.848 | 9.458 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.400 | 19.556 |
Financial Services | 16.530 | 16.071 |
Industrials | 11.950 | 10.867 |
Healthcare | 11.590 | 11.269 |
Consumer Cyclical | 10.610 | 10.185 |
Communication Services | 7.400 | 7.063 |
Consumer Defensive | 5.130 | 6.518 |
Energy | 4.820 | 4.188 |
Real Estate | 3.610 | 7.806 |
Basic Materials | 3.370 | 3.526 |
Utilities | 2.580 | 2.950 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.40 | - | - | |
Columbia Mid Cap Index Inst | - | 9.68 | - | - | |
Columbia US Treasury Index Inst | - | 9.63 | - | - | |
Columbia Overseas Core Institutional | - | 8.74 | - | - | |
Columbia Total Return Bond Inst | - | 7.98 | - | - | |
Columbia Corporate Income Inst | - | 7.16 | - | - | |
Columbia Quality Income Inst | - | 7.02 | - | - | |
Columbia Small Cap Index Inst | - | 5.28 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 4.85 | 34.90 | -0.17% | |
Columbia Large Cap Index Inst | - | 4.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 410.66M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 342.91M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 274.21M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 255.55M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 233.89M | -2.17 | 8.40 | 8.42 |
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