
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 41.190 | 41.710 | 0.520 |
Shares | 10.010 | 10.010 | 0.000 |
Bonds | 48.700 | 49.300 | 0.600 |
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 | 19.230 | 14.934 |
Price to Book | 4.000 | 2.412 |
Price to Sales | 2.598 | 1.904 |
Price to Cash Flow | 13.400 | 8.165 |
Dividend Yield | 1.493 | 2.222 |
5 Years Earnings Growth | 10.697 | 22.216 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.060 | 22.817 |
Financial Services | 13.790 | 14.908 |
Healthcare | 11.270 | 11.360 |
Communication Services | 11.140 | 9.017 |
Consumer Cyclical | 10.360 | 17.519 |
Industrials | 7.200 | 9.413 |
Consumer Defensive | 4.730 | 4.868 |
Energy | 3.170 | 5.313 |
Utilities | 2.300 | 5.086 |
Real Estate | 1.770 | 4.821 |
Basic Materials | 1.200 | 15.289 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.18 | - | - | |
Columbia Total Return Bond Inst | - | 10.32 | - | - | |
Columbia Quality Income Inst | - | 8.72 | - | - | |
Columbia Corporate Income Inst | - | 8.10 | - | - | |
Columbia Income Opportunities Inst | - | 4.99 | - | - | |
Columbia Contrarian Core Inst | - | 4.24 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.50 | - | - | |
Columbia Large Cap Index Inst | - | 2.02 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 1.94 | 32.75 | +0.68% | |
Columbia Disciplined Core Inst | - | 1.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 1.17 | 2.95 | 2.87 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 1.07 | 2.12 | 2.09 | ||
SC Future Scholar Advisor 529 Coluz | 18.2M | 1.25 | 2.88 | 2.86 | ||
SC Future Scholar 529 Direct Bond I | 11.83M | 2.80 | 0.58 | 1.41 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.8M | 4.11 | -0.08 | 2.30 |
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