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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 38.440 | 38.880 | 0.440 |
Shares | 10.950 | 10.950 | 0.000 |
Bonds | 50.580 | 50.750 | 0.170 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.166 | 16.736 |
Price to Book | 4.262 | 2.257 |
Price to Sales | 2.785 | 1.667 |
Price to Cash Flow | 15.196 | 9.057 |
Dividend Yield | 1.451 | 2.736 |
5 Years Earnings Growth | 11.524 | 9.892 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.970 | 19.608 |
Financial Services | 12.500 | 14.769 |
Healthcare | 11.610 | 11.978 |
Consumer Cyclical | 10.290 | 9.765 |
Communication Services | 8.870 | 7.619 |
Industrials | 7.580 | 9.981 |
Consumer Defensive | 5.870 | 6.760 |
Energy | 3.310 | 3.864 |
Utilities | 2.670 | 3.064 |
Real Estate | 2.340 | 9.262 |
Basic Materials | 1.990 | 3.330 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Intermediate-Term Government Bond | US92206C7065 | 15.22 | 58.69 | -0.10% | |
Columbia Large Cap Index Inst | - | 10.94 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.34 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.83 | 46.05 | -0.28% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.81 | 81.59 | -0.11% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.03 | 23.81 | -0.17% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 388.41M | 14.34 | 5.62 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 339.54M | 10.27 | 2.65 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 265.5M | 9.09 | 2.16 | 5.74 | ||
SC Future Scholar 529 Direct Large | 246.37M | 20.75 | 8.90 | 12.79 | ||
SC Future Scholar 529 Direct Growth | 222.27M | 13.43 | 5.02 | 9.01 |
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