
Please try another search
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 | 17.652 |
Price to Book | 2.245 | 2.851 |
Price to Sales | 1.500 | 2.284 |
Price to Cash Flow | 9.770 | 12.080 |
Dividend Yield | 2.183 | 1.685 |
5 Years Earnings Growth | 9.798 | 11.030 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.030 | 23.221 |
Financial Services | 16.660 | 22.488 |
Industrials | 12.060 | 6.720 |
Healthcare | 11.540 | 20.848 |
Consumer Cyclical | 10.660 | 7.911 |
Communication Services | 7.260 | 6.536 |
Consumer Defensive | 5.200 | 4.748 |
Energy | 4.910 | 4.792 |
Real Estate | 3.630 | 2.522 |
Basic Materials | 3.500 | 2.373 |
Utilities | 2.550 | 1.687 |
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 | 35.44 | -0.17% | |
Columbia Small Cap Index Inst | - | 8.34 | - | - | |
Columbia Large Cap Index Inst | - | 5.58 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.99 | 55.00 | -1.59% | |
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 | 410.44M | 2.39 | 10.50 | 9.44 | ||
SC Future Scholar Advisor 529 Modea | 342.81M | 2.35 | 7.56 | 6.63 | ||
SC Future Scholar Advisor 529 Colua | 274.23M | 2.31 | 6.67 | 5.66 | ||
SC Future Scholar 529 Direct Large | 255.45M | 0.95 | 14.20 | 12.65 | ||
SC Future Scholar 529 Direct Growth | 233.9M | 2.28 | 9.76 | 8.83 |
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