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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.340 | 7.120 | 5.780 |
Shares | 90.390 | 90.390 | 0.000 |
Bonds | 7.320 | 7.420 | 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 | 15.784 | 17.526 |
Price to Book | 2.325 | 2.855 |
Price to Sales | 1.530 | 2.298 |
Price to Cash Flow | 10.211 | 12.224 |
Dividend Yield | 2.084 | 1.665 |
5 Years Earnings Growth | 10.265 | 11.080 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.990 | 23.415 |
Financial Services | 16.650 | 22.591 |
Industrials | 12.000 | 6.543 |
Healthcare | 11.570 | 20.776 |
Consumer Cyclical | 10.660 | 8.028 |
Communication Services | 7.240 | 6.492 |
Consumer Defensive | 5.180 | 4.569 |
Energy | 4.940 | 4.903 |
Real Estate | 3.670 | 2.497 |
Basic Materials | 3.470 | 2.296 |
Utilities | 2.640 | 1.751 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 17.67 | - | - | |
Columbia Mid Cap Index Inst | - | 13.92 | - | - | |
Columbia Overseas Core Institutional | - | 13.66 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 8.97 | 33.37 | -0.27% | |
Columbia Small Cap Index Inst | - | 8.56 | - | - | |
Columbia Large Cap Index Inst | - | 5.61 | - | - | |
Columbia Total Return Bond Inst | - | 4.85 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.82 | 53.68 | +0.65% | |
Columbia Disciplined Core Inst | - | 3.95 | - | - | |
Columbia Select Large Cap Value Inst | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 388.15M | -2.58 | 8.97 | 9.00 | ||
SC Future Scholar Advisor 529 Modea | 332.25M | -0.98 | 6.52 | 6.36 | ||
SC Future Scholar Advisor 529 Colua | 265.21M | -0.40 | 5.91 | 5.43 | ||
SC Future Scholar 529 Direct Large | 240.77M | -5.02 | 11.97 | 12.10 | ||
SC Future Scholar 529 Direct Growth | 222.28M | -2.17 | 8.40 | 8.42 |
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