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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.860 | 9.130 | 3.270 |
Shares | 50.000 | 50.010 | 0.010 |
Bonds | 44.040 | 44.620 | 0.580 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.615 | 17.375 |
Price to Book | 2.694 | 2.528 |
Price to Sales | 1.745 | 1.868 |
Price to Cash Flow | 11.372 | 10.893 |
Dividend Yield | 1.816 | 2.223 |
5 Years Earnings Growth | 11.110 | 10.585 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.850 | 20.884 |
Financial Services | 15.280 | 16.391 |
Consumer Cyclical | 11.810 | 10.065 |
Industrials | 11.470 | 10.922 |
Healthcare | 10.880 | 11.612 |
Communication Services | 8.390 | 7.484 |
Consumer Defensive | 4.990 | 6.021 |
Energy | 4.390 | 4.282 |
Real Estate | 2.920 | 5.511 |
Basic Materials | 2.880 | 3.656 |
Utilities | 2.140 | 3.173 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 12.96 | - | - | |
Columbia US Treasury Index Inst | - | 12.54 | - | - | |
Columbia Total Return Bond Inst | - | 9.84 | - | - | |
Columbia Quality Income Inst | - | 8.58 | - | - | |
Columbia Corporate Income Inst | - | 8.39 | - | - | |
Columbia Large Cap Index Inst | - | 8.20 | - | - | |
Columbia Mid Cap Index Inst | - | 7.72 | - | - | |
Columbia Overseas Core Institutional | - | 6.03 | - | - | |
Columbia Income Opportunities Inst | - | 4.46 | - | - | |
Columbia Small Cap Index Inst | - | 3.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 370.85M | -2.25 | 6.29 | 9.13 | ||
SC Future Scholar Advisor 529 Modea | 320.77M | -0.85 | 4.19 | 6.43 | ||
SC Future Scholar 529 Direct Large | 228.01M | -4.36 | 8.86 | 12.29 | ||
SC Future Scholar 529 Direct Growth | 213.13M | -1.84 | 5.88 | 8.54 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | -0.82 | 4.61 | 6.85 |
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