Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 38.280 | 38.460 | 0.180 |
Shares | 11.220 | 11.220 | 0.000 |
Bonds | 50.470 | 50.570 | 0.100 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.338 | 16.752 |
Price to Book | 4.258 | 2.258 |
Price to Sales | 2.825 | 1.669 |
Price to Cash Flow | 15.503 | 9.079 |
Dividend Yield | 1.436 | 2.733 |
5 Years Earnings Growth | 11.828 | 9.925 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.340 | 19.570 |
Financial Services | 12.870 | 14.783 |
Healthcare | 12.190 | 12.058 |
Consumer Cyclical | 9.860 | 9.713 |
Communication Services | 8.760 | 7.594 |
Industrials | 7.560 | 9.978 |
Consumer Defensive | 5.980 | 6.774 |
Energy | 3.520 | 3.891 |
Utilities | 2.550 | 3.050 |
Real Estate | 2.350 | 9.261 |
Basic Materials | 2.000 | 3.326 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Intermediate-Term Government Bond | US92206C7065 | 15.46 | 58.60 | -0.02% | |
Columbia Large Cap Index Inst | - | 11.21 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.42 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.00 | 45.82 | +0.33% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.97 | 81.37 | +0.28% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 5.06 | 23.66 | +0.32% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.54 | - | - | |
Vanguard Russell 1000 Growth ETF | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 368.26M | 16.58 | 8.09 | 10.10 | ||
SC Future Scholar Advisor 529 Modea | 327.69M | 12.56 | 4.38 | 7.21 | ||
SC Future Scholar Advisor 529 Colua | 256.24M | 11.34 | 3.69 | 6.14 | ||
SC Future Scholar 529 Direct Large | 233.95M | 21.89 | 11.73 | 13.17 | ||
SC Future Scholar 529 Direct Growth | 211.73M | 15.62 | 7.31 | 9.42 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review