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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.330 | 40.250 | 0.920 |
Shares | 10.110 | 10.110 | 0.000 |
Bonds | 50.540 | 50.690 | 0.150 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.166 | 16.505 |
Price to Book | 4.015 | 2.234 |
Price to Sales | 2.560 | 1.652 |
Price to Cash Flow | 13.653 | 8.897 |
Dividend Yield | 1.561 | 2.745 |
5 Years Earnings Growth | 10.232 | 9.660 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.720 | 19.551 |
Financial Services | 14.130 | 15.083 |
Healthcare | 10.930 | 11.783 |
Consumer Cyclical | 10.630 | 9.838 |
Communication Services | 9.320 | 7.726 |
Industrials | 7.310 | 9.959 |
Consumer Defensive | 5.920 | 6.694 |
Energy | 3.430 | 3.851 |
Utilities | 2.550 | 3.046 |
Real Estate | 2.270 | 9.244 |
Basic Materials | 1.800 | 3.228 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Portfolio Corporate Bond | US78464A1447 | 9.98 | 28.83 | +0.42% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.34 | 46.12 | +0.39% | |
Columbia Large Cap Index Inst | - | 7.72 | - | - | |
Vanguard Total Bond Market II Idx I | - | 7.62 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 7.32 | 59.50 | +0.25% | |
Vanguard Short-Term Government Bond | US92206C1027 | 5.50 | 58.78 | +0.09% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.21 | 23.31 | +0.21% | |
Vanguard Long-Term Government Bond | US92206C8477 | 3.22 | 56.41 | +0.66% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.60 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 2.40 | 32.53 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 377.04M | -2.25 | 6.29 | 9.13 | ||
SC Future Scholar Advisor 529 Modea | 324.28M | -0.85 | 4.19 | 6.43 | ||
SC Future Scholar Advisor 529 Colua | 259.72M | -0.37 | 3.80 | 5.47 | ||
SC Future Scholar 529 Direct Large | 232.33M | -4.36 | 8.86 | 12.29 | ||
SC Future Scholar 529 Direct Growth | 216.36M | -1.84 | 5.88 | 8.54 |
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