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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 40.390 | 40.760 | 0.370 |
Shares | 10.080 | 10.080 | 0.000 |
Bonds | 49.440 | 49.680 | 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 | 19.145 | 14.508 |
Price to Book | 3.869 | 2.353 |
Price to Sales | 2.590 | 1.867 |
Price to Cash Flow | 13.192 | 7.886 |
Dividend Yield | 1.540 | 2.303 |
5 Years Earnings Growth | 10.285 | 22.387 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.660 | 20.234 |
Financial Services | 13.900 | 15.179 |
Healthcare | 11.990 | 11.156 |
Communication Services | 10.860 | 9.417 |
Consumer Cyclical | 9.670 | 16.468 |
Industrials | 7.420 | 9.547 |
Consumer Defensive | 4.790 | 4.630 |
Energy | 3.280 | 8.116 |
Utilities | 2.330 | 4.980 |
Real Estate | 1.880 | 5.141 |
Basic Materials | 1.220 | 15.462 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.23 | - | - | |
Columbia Total Return Bond Inst | - | 10.33 | - | - | |
Columbia Quality Income Inst | - | 8.76 | - | - | |
Columbia Corporate Income Inst | - | 8.02 | - | - | |
Columbia Income Opportunities Inst | - | 4.99 | - | - | |
Columbia Contrarian Core Inst | - | 4.35 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.49 | - | - | |
Columbia Large Cap Index Inst | - | 2.01 | - | - | |
Columbia Disciplined Core Inst | - | 1.96 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 1.91 | 34.90 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 200.65M | 1.37 | 4.03 | 2.90 | ||
SC Future Scholar Advisor 529 Coluc | 28.36M | 1.37 | 3.18 | 2.13 | ||
SC Future Scholar 529 Direct Bond I | 11.91M | 3.14 | 2.00 | 1.48 | ||
SC Future Scholar Advisor 529 Colue | 11.77M | 1.46 | 3.46 | 2.39 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.73M | 4.28 | 0.69 | 2.25 |
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