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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.230 | 40.730 | 0.500 |
Shares | 10.420 | 10.420 | 0.000 |
Bonds | 49.150 | 49.390 | 0.240 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.679 | 15.833 |
Price to Book | 4.304 | 2.467 |
Price to Sales | 2.884 | 1.985 |
Price to Cash Flow | 14.422 | 8.384 |
Dividend Yield | 1.400 | 2.201 |
5 Years Earnings Growth | 9.712 | 23.218 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.190 | 23.276 |
Financial Services | 14.020 | 15.685 |
Communication Services | 11.320 | 9.256 |
Healthcare | 9.780 | 10.894 |
Consumer Cyclical | 9.690 | 16.614 |
Industrials | 7.650 | 9.338 |
Consumer Defensive | 4.300 | 4.881 |
Energy | 2.960 | 6.487 |
Utilities | 2.000 | 4.948 |
Real Estate | 1.630 | 4.087 |
Basic Materials | 1.450 | 14.993 |
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 | 38.47 | +1.13% | |
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 | 3.86 | 4.57 | 3.16 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 3.56 | 3.90 | 2.39 | ||
SC Future Scholar Advisor 529 Coluz | 18.32M | 4.06 | 4.68 | 3.16 | ||
SC Future Scholar 529 Direct Bond I | 12.31M | 3.74 | 1.72 | 1.61 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.91M | 4.71 | 0.83 | 2.44 |
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