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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.820 | 6.240 | 4.420 |
Shares | 61.120 | 61.120 | 0.000 |
Bonds | 35.070 | 35.600 | 0.530 |
Convertible | 1.750 | 1.750 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.729 | 17.999 |
Price to Book | 2.656 | 2.985 |
Price to Sales | 1.766 | 2.125 |
Price to Cash Flow | 11.621 | 11.891 |
Dividend Yield | 1.817 | 2.111 |
5 Years Earnings Growth | 10.238 | 10.492 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.930 | 23.069 |
Financial Services | 14.950 | 16.112 |
Consumer Cyclical | 11.860 | 9.878 |
Industrials | 11.640 | 10.723 |
Healthcare | 10.450 | 12.494 |
Communication Services | 7.850 | 7.208 |
Consumer Defensive | 5.320 | 6.305 |
Energy | 4.630 | 4.713 |
Real Estate | 3.100 | 3.314 |
Basic Materials | 2.950 | 3.202 |
Utilities | 2.300 | 2.983 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 14.01 | - | - | |
Columbia Mid Cap Index Inst | - | 10.09 | - | - | |
Columbia Large Cap Index Inst | - | 9.61 | - | - | |
Columbia Total Return Bond Inst | - | 9.31 | - | - | |
Columbia US Treasury Index Inst | - | 9.26 | - | - | |
Columbia Overseas Core Institutional | - | 7.93 | - | - | |
Columbia Quality Income Inst | - | 6.56 | - | - | |
Columbia Corporate Income Inst | - | 6.11 | - | - | |
Columbia Small Cap Index Inst | - | 5.01 | - | - | |
Columbia Income Opportunities Inst | - | 3.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 378.39M | 1.84 | 8.46 | 9.51 | ||
SC Future Scholar Advisor 529 Modea | 326.24M | 2.00 | 5.21 | 6.67 | ||
SC Future Scholar Advisor 529 Colua | 259.73M | 2.05 | 4.50 | 5.68 | ||
SC Future Scholar 529 Direct Large | 234.98M | 1.39 | 12.34 | 12.76 | ||
SC Future Scholar 529 Direct Growth | 217.08M | 1.92 | 7.77 | 8.89 |
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