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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 41.090 | 41.580 | 0.490 |
Shares | 10.880 | 10.880 | 0.000 |
Bonds | 47.850 | 48.060 | 0.210 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.488 | 15.736 |
Price to Book | 4.270 | 2.459 |
Price to Sales | 2.626 | 1.937 |
Price to Cash Flow | 14.232 | 8.310 |
Dividend Yield | 1.398 | 2.217 |
5 Years Earnings Growth | 10.062 | 23.267 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.550 | 22.686 |
Financial Services | 13.740 | 15.824 |
Communication Services | 11.410 | 9.503 |
Consumer Cyclical | 9.740 | 16.739 |
Healthcare | 9.510 | 10.078 |
Industrials | 7.650 | 9.053 |
Consumer Defensive | 4.220 | 4.515 |
Energy | 2.980 | 7.459 |
Utilities | 2.060 | 4.905 |
Real Estate | 1.650 | 4.401 |
Basic Materials | 1.500 | 15.204 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.13 | - | - | |
Columbia Total Return Bond Inst | - | 9.24 | - | - | |
Columbia Quality Income Inst | - | 8.59 | - | - | |
Columbia Corporate Income Inst | - | 8.03 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.16 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.72 | 39.06 | -0.43% | |
Columbia Emerging Markets Bond Inst | - | 2.54 | - | - | |
Columbia Large Cap Index Inst | - | 2.05 | - | - | |
Columbia Disciplined Core Inst | - | 2.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 3.86 | 4.57 | 3.16 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 3.56 | 3.90 | 2.39 | ||
SC Future Scholar Advisor 529 Coluz | 17.79M | 4.06 | 4.68 | 3.16 | ||
SC Future Scholar 529 Direct Bond I | 12.36M | 3.74 | 1.72 | 1.61 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.97M | 4.71 | 0.83 | 2.44 |
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