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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.140 | 6.220 | 5.080 |
Shares | 81.480 | 81.480 | 0.000 |
Bonds | 15.510 | 15.650 | 0.140 |
Convertible | 1.610 | 1.610 | 0.000 |
Preferred | 0.220 | 0.220 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.123 | 17.013 |
Price to Book | 2.483 | 2.296 |
Price to Sales | 1.625 | 1.683 |
Price to Cash Flow | 10.605 | 9.328 |
Dividend Yield | 2.091 | 2.443 |
5 Years Earnings Growth | 9.395 | 9.755 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.310 | 19.420 |
Financial Services | 16.400 | 16.168 |
Industrials | 11.770 | 10.859 |
Healthcare | 11.370 | 11.471 |
Consumer Cyclical | 10.620 | 10.536 |
Communication Services | 7.410 | 7.205 |
Consumer Defensive | 5.430 | 6.700 |
Energy | 4.290 | 4.008 |
Real Estate | 3.480 | 7.100 |
Basic Materials | 3.280 | 3.594 |
Utilities | 2.650 | 2.943 |
Number of long holdings: 21
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 15.96 | - | - | |
Columbia Mid Cap Index Inst | - | 12.03 | - | - | |
Columbia Overseas Core Institutional | - | 10.10 | - | - | |
Columbia Large Cap Index Inst | - | 9.20 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 7.90 | 37.37 | +0.75% | |
Columbia Small Cap Index Inst | - | 6.42 | - | - | |
Columbia Total Return Bond Inst | - | 6.31 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.55 | 57.22 | +0.12% | |
Columbia Disciplined Core Inst | - | 4.02 | - | - | |
Columbia Corporate Income Inst | - | 2.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 429.78M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 355.89M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 283.9M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 268.41M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 245.28M | 2.28 | 9.76 | 8.83 |
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