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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.810 | 6.800 | 5.990 |
Shares | 91.190 | 91.210 | 0.020 |
Bonds | 7.030 | 7.130 | 0.100 |
Convertible | 0.810 | 0.810 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.589 | 18.852 |
Price to Book | 2.529 | 2.972 |
Price to Sales | 1.651 | 2.377 |
Price to Cash Flow | 10.887 | 12.718 |
Dividend Yield | 2.066 | 1.624 |
5 Years Earnings Growth | 9.551 | 10.508 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.800 | 24.173 |
Financial Services | 16.490 | 22.416 |
Industrials | 12.120 | 6.938 |
Consumer Cyclical | 11.240 | 7.993 |
Healthcare | 10.370 | 19.993 |
Communication Services | 7.260 | 6.673 |
Consumer Defensive | 5.200 | 4.621 |
Energy | 4.320 | 4.550 |
Basic Materials | 3.420 | 2.329 |
Real Estate | 3.420 | 2.385 |
Utilities | 2.350 | 1.619 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 17.82 | - | - | |
Columbia Mid Cap Index Inst | - | 13.94 | - | - | |
Columbia Overseas Core Institutional | - | 13.82 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.89 | 37.85 | +1.72% | |
Columbia Small Cap Index Inst | - | 8.38 | - | - | |
Columbia Large Cap Index Inst | - | 5.79 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 5.00 | 113.34 | +1.94% | |
Vanguard FTSE Developed Markets | US9219438580 | 4.84 | 56.80 | +1.39% | |
Columbia Total Return Bond Inst | - | 4.69 | - | - | |
Columbia Disciplined Core Inst | - | 4.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 430.07M | 6.69 | 15.31 | 10.09 | ||
SC Future Scholar Advisor 529 Modea | 353.97M | 6.06 | 11.35 | 7.17 | ||
SC Future Scholar Advisor 529 Colua | 283.76M | 5.60 | 9.91 | 6.14 | ||
SC Future Scholar 529 Direct Large | 269.65M | 6.07 | 19.49 | 13.43 | ||
SC Future Scholar 529 Direct Growth | 245.14M | 6.34 | 14.14 | 9.44 |
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