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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.720 | 41.090 | 0.370 |
Shares | 10.140 | 10.140 | 0.000 |
Bonds | 49.050 | 49.690 | 0.640 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.349 | 14.934 |
Price to Book | 4.393 | 2.412 |
Price to Sales | 2.820 | 1.904 |
Price to Cash Flow | 14.643 | 8.165 |
Dividend Yield | 1.365 | 2.222 |
5 Years Earnings Growth | 11.411 | 22.216 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.870 | 22.817 |
Financial Services | 13.210 | 14.908 |
Communication Services | 11.600 | 9.017 |
Consumer Cyclical | 11.560 | 17.519 |
Healthcare | 10.830 | 11.360 |
Industrials | 7.130 | 9.413 |
Consumer Defensive | 4.770 | 4.868 |
Energy | 2.980 | 5.313 |
Utilities | 2.240 | 5.086 |
Real Estate | 1.600 | 4.821 |
Basic Materials | 1.210 | 15.289 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.20 | - | - | |
Columbia Total Return Bond Inst | - | 11.17 | - | - | |
Columbia Quality Income Inst | - | 8.70 | - | - | |
Columbia Corporate Income Inst | - | 7.56 | - | - | |
Columbia Income Opportunities Inst | - | 4.99 | - | - | |
Columbia Contrarian Core Inst | - | 4.39 | - | - | |
Columbia Large Cap Index Inst | - | 3.85 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.53 | - | - | |
Columbia Disciplined Core Inst | - | 1.93 | - | - |
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 Colue | 11.77M | 1.14 | 2.39 | 2.35 | ||
SC Future Scholar 529 Direct Bond I | 11.76M | 2.80 | 0.58 | 1.41 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.8M | 4.11 | -0.08 | 2.30 |
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