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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.350 | 7.350 | 6.000 |
Shares | 90.350 | 90.350 | 0.000 |
Bonds | 7.350 | 7.450 | 0.100 |
Convertible | 0.820 | 0.820 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.601 | 17.477 |
Price to Book | 2.245 | 2.819 |
Price to Sales | 1.500 | 2.274 |
Price to Cash Flow | 9.770 | 12.002 |
Dividend Yield | 2.183 | 1.690 |
5 Years Earnings Growth | 9.798 | 11.020 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.030 | 23.093 |
Financial Services | 16.660 | 22.571 |
Industrials | 12.060 | 6.662 |
Healthcare | 11.540 | 20.953 |
Consumer Cyclical | 10.660 | 7.942 |
Communication Services | 7.260 | 6.443 |
Consumer Defensive | 5.200 | 4.744 |
Energy | 4.910 | 4.910 |
Real Estate | 3.630 | 2.505 |
Basic Materials | 3.500 | 2.355 |
Utilities | 2.550 | 1.723 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 17.60 | - | - | |
Columbia Overseas Core Institutional | - | 14.23 | - | - | |
Columbia Mid Cap Index Inst | - | 13.73 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.81 | 34.90 | -0.17% | |
Columbia Small Cap Index Inst | - | 8.34 | - | - | |
Columbia Large Cap Index Inst | - | 5.58 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.99 | 55.58 | +0.13% | |
Columbia Total Return Bond Inst | - | 4.88 | - | - | |
Columbia Disciplined Core Inst | - | 3.96 | - | - | |
Columbia Select Large Cap Equity Inst | - | 3.18 | - | - |
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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