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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.970 | 40.360 | 0.390 |
Shares | 10.410 | 10.410 | 0.000 |
Bonds | 49.510 | 49.750 | 0.240 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.449 | 15.868 |
Price to Book | 4.255 | 2.454 |
Price to Sales | 2.807 | 1.991 |
Price to Cash Flow | 14.239 | 7.623 |
Dividend Yield | 1.428 | 2.244 |
5 Years Earnings Growth | 9.726 | 23.052 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.930 | 22.634 |
Financial Services | 14.180 | 15.723 |
Communication Services | 10.810 | 9.309 |
Healthcare | 10.330 | 11.236 |
Consumer Cyclical | 9.940 | 16.645 |
Industrials | 7.700 | 9.362 |
Consumer Defensive | 4.650 | 5.094 |
Energy | 3.110 | 6.345 |
Utilities | 2.120 | 4.987 |
Real Estate | 1.790 | 4.158 |
Basic Materials | 1.450 | 14.983 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.14 | - | - | |
Columbia Total Return Bond Inst | - | 10.53 | - | - | |
Columbia Quality Income Inst | - | 8.64 | - | - | |
Columbia Corporate Income Inst | - | 8.04 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.25 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.55 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.11 | 38.03 | -0.26% | |
Columbia Large Cap Index Inst | - | 2.09 | - | - | |
Columbia Disciplined Core Inst | - | 2.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 3.56 | 5.27 | 3.19 | ||
SC Future Scholar Advisor 529 Coluz | 18.67M | 3.76 | 5.32 | 3.18 | ||
SC Future Scholar 529 Direct Bond I | 12.17M | 3.99 | 2.61 | 1.71 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 3.47 | 4.81 | 2.67 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.94M | 4.63 | 2.22 | 2.50 |
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