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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.000 | 6.930 | 5.930 |
Shares | 92.290 | 92.340 | 0.050 |
Bonds | 5.740 | 5.810 | 0.070 |
Convertible | 0.820 | 0.820 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.198 | 18.948 |
Price to Book | 2.637 | 2.996 |
Price to Sales | 1.690 | 2.389 |
Price to Cash Flow | 11.187 | 12.777 |
Dividend Yield | 1.961 | 1.603 |
5 Years Earnings Growth | 9.869 | 10.601 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.810 | 24.659 |
Financial Services | 16.050 | 22.227 |
Industrials | 12.250 | 6.968 |
Consumer Cyclical | 11.040 | 7.968 |
Healthcare | 9.720 | 19.884 |
Communication Services | 7.620 | 6.771 |
Consumer Defensive | 4.760 | 4.486 |
Energy | 4.150 | 4.477 |
Real Estate | 3.200 | 2.324 |
Basic Materials | 3.190 | 2.266 |
Utilities | 2.210 | 1.583 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 18.05 | - | - | |
Columbia Mid Cap Index Inst | - | 13.94 | - | - | |
Columbia Overseas Core Institutional | - | 13.49 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.97 | 39.19 | +0.13% | |
Columbia Small Cap Index Inst | - | 8.44 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 6.74 | 115.34 | +0.30% | |
Columbia Large Cap Index Inst | - | 5.81 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.70 | 58.60 | -0.41% | |
Columbia Disciplined Core Inst | - | 4.02 | - | - | |
Columbia Total Return Bond Inst | - | 3.46 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 447.59M | 7.90 | 12.77 | 10.07 | ||
SC Future Scholar Advisor 529 Modea | 362.48M | 7.13 | 9.52 | 7.18 | ||
SC Future Scholar Advisor 529 Colua | 290.24M | 6.46 | 8.31 | 6.13 | ||
SC Future Scholar 529 Direct Large | 278.13M | 8.43 | 16.88 | 13.44 | ||
SC Future Scholar 529 Direct Growth | 255.31M | 7.50 | 11.81 | 9.41 |
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