
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.940 | 7.560 | 6.620 |
Shares | 91.020 | 91.020 | 0.000 |
Bonds | 7.090 | 7.190 | 0.100 |
Convertible | 0.810 | 0.810 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.728 | 18.210 |
Price to Book | 2.374 | 2.913 |
Price to Sales | 1.551 | 2.331 |
Price to Cash Flow | 10.308 | 12.342 |
Dividend Yield | 2.171 | 1.668 |
5 Years Earnings Growth | 9.379 | 10.538 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.450 | 23.454 |
Financial Services | 16.610 | 22.468 |
Industrials | 12.110 | 6.917 |
Healthcare | 11.440 | 20.516 |
Consumer Cyclical | 10.700 | 7.874 |
Communication Services | 7.190 | 6.663 |
Consumer Defensive | 5.410 | 4.745 |
Energy | 4.450 | 4.620 |
Real Estate | 3.580 | 2.449 |
Basic Materials | 3.450 | 2.373 |
Utilities | 2.600 | 1.699 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 17.76 | - | - | |
Columbia Mid Cap Index Inst | - | 13.87 | - | - | |
Columbia Overseas Core Institutional | - | 13.77 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.85 | 37.18 | 0.00% | |
Columbia Small Cap Index Inst | - | 8.40 | - | - | |
Columbia Large Cap Index Inst | - | 5.80 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.95 | 56.94 | +0.12% | |
Columbia Total Return Bond Inst | - | 4.73 | - | - | |
Columbia Disciplined Core Inst | - | 4.01 | - | - | |
Columbia Select Large Cap Equity Inst | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 437.11M | 6.69 | 15.31 | 10.09 | ||
SC Future Scholar Advisor 529 Modea | 358.06M | 6.06 | 11.35 | 7.17 | ||
SC Future Scholar Advisor 529 Colua | 285.09M | 5.60 | 9.91 | 6.14 | ||
SC Future Scholar 529 Direct Large | 271.93M | 6.07 | 19.49 | 13.43 | ||
SC Future Scholar 529 Direct Growth | 248.68M | 6.34 | 14.14 | 9.44 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review