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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.340 | 40.700 | 0.360 |
Shares | 10.530 | 10.530 | 0.000 |
Bonds | 49.030 | 49.270 | 0.240 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.580 | 14.842 |
Price to Book | 4.085 | 2.367 |
Price to Sales | 2.695 | 1.892 |
Price to Cash Flow | 13.699 | 7.801 |
Dividend Yield | 1.490 | 2.294 |
5 Years Earnings Growth | 9.436 | 24.276 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.130 | 22.316 |
Financial Services | 13.960 | 15.456 |
Healthcare | 11.900 | 11.656 |
Communication Services | 10.590 | 9.130 |
Consumer Cyclical | 9.610 | 16.769 |
Industrials | 7.320 | 9.178 |
Consumer Defensive | 4.840 | 4.939 |
Energy | 3.160 | 6.683 |
Utilities | 2.280 | 5.055 |
Real Estate | 1.830 | 4.187 |
Basic Materials | 1.370 | 15.057 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.09 | - | - | |
Columbia Total Return Bond Inst | - | 10.17 | - | - | |
Columbia Quality Income Inst | - | 8.62 | - | - | |
Columbia Corporate Income Inst | - | 8.02 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.49 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.51 | - | - | |
Columbia Large Cap Index Inst | - | 2.08 | - | - | |
Columbia Disciplined Core Inst | - | 2.03 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.02 | 36.66 | +0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 2.05 | 4.15 | 2.97 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 1.84 | 3.30 | 2.17 | ||
SC Future Scholar Advisor 529 Coluz | 18.67M | 2.21 | 4.09 | 2.94 | ||
SC Future Scholar 529 Direct Bond I | 12.05M | 2.46 | 1.57 | 1.46 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.87M | 3.51 | 0.78 | 2.28 |
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