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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.040 | 5.680 | 4.640 |
Shares | 81.150 | 81.160 | 0.010 |
Bonds | 15.910 | 16.060 | 0.150 |
Convertible | 1.620 | 1.620 | 0.000 |
Preferred | 0.250 | 0.250 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.998 | 17.302 |
Price to Book | 2.642 | 2.339 |
Price to Sales | 1.729 | 1.711 |
Price to Cash Flow | 11.193 | 9.495 |
Dividend Yield | 1.993 | 2.419 |
5 Years Earnings Growth | 9.565 | 9.804 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.640 | 19.817 |
Financial Services | 16.270 | 16.119 |
Industrials | 11.780 | 10.882 |
Consumer Cyclical | 11.140 | 10.592 |
Healthcare | 10.330 | 11.234 |
Communication Services | 7.520 | 7.261 |
Consumer Defensive | 5.210 | 6.612 |
Energy | 4.150 | 3.973 |
Real Estate | 3.320 | 7.051 |
Basic Materials | 3.240 | 3.567 |
Utilities | 2.400 | 2.891 |
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 | 38.19 | +0.37% | |
Columbia Total Return Bond Inst | - | 6.78 | - | - | |
Columbia Small Cap Index Inst | - | 6.40 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.46 | 58.02 | -0.13% | |
Columbia Disciplined Core Inst | - | 4.04 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 3.89 | 113.18 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 441.8M | 6.69 | 15.31 | 10.09 | ||
SC Future Scholar Advisor 529 Modea | 360.01M | 6.06 | 11.35 | 7.17 | ||
SC Future Scholar Advisor 529 Colua | 287.47M | 5.60 | 9.91 | 6.14 | ||
SC Future Scholar 529 Direct Large | 275.38M | 6.07 | 19.49 | 13.43 | ||
SC Future Scholar 529 Direct Growth | 250.95M | 6.34 | 14.14 | 9.44 |
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