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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 38.420 | 38.720 | 0.300 |
Shares | 10.140 | 10.140 | 0.000 |
Bonds | 51.420 | 51.490 | 0.070 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.293 | 16.731 |
Price to Book | 4.380 | 2.268 |
Price to Sales | 2.918 | 1.681 |
Price to Cash Flow | 15.015 | 9.052 |
Dividend Yield | 1.404 | 2.728 |
5 Years Earnings Growth | 10.994 | 9.767 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.970 | 19.631 |
Financial Services | 13.650 | 15.028 |
Consumer Cyclical | 11.580 | 9.921 |
Healthcare | 10.490 | 11.747 |
Communication Services | 9.940 | 7.775 |
Industrials | 7.390 | 9.956 |
Consumer Defensive | 5.480 | 6.649 |
Energy | 3.150 | 3.811 |
Utilities | 2.530 | 3.030 |
Real Estate | 2.080 | 9.233 |
Basic Materials | 1.730 | 3.221 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Intermediate-Term Government Bond | US92206C7065 | 16.06 | 59.33 | -0.12% | |
Columbia Large Cap Index Inst | - | 10.13 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.38 | 46.34 | +0.06% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 9.30 | 81.63 | -0.16% | |
Vanguard Total Bond Market II Idx I | - | 9.13 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.31 | 23.32 | -0.43% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 385.65M | 1.84 | 8.46 | 9.51 | ||
SC Future Scholar Advisor 529 Modea | 330.93M | 2.00 | 5.21 | 6.67 | ||
SC Future Scholar Advisor 529 Colua | 263.27M | 2.05 | 4.50 | 5.68 | ||
SC Future Scholar 529 Direct Large | 240.34M | 1.39 | 12.34 | 12.76 | ||
SC Future Scholar 529 Direct Growth | 220.71M | 1.92 | 7.77 | 8.89 |
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