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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 19.290 | 19.840 | 0.550 |
Shares | 30.980 | 30.980 | 0.000 |
Bonds | 49.690 | 49.780 | 0.090 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.993 | 16.415 |
Price to Book | 2.745 | 2.181 |
Price to Sales | 1.804 | 1.600 |
Price to Cash Flow | 11.596 | 8.700 |
Dividend Yield | 1.857 | 2.689 |
5 Years Earnings Growth | 9.442 | 9.451 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.600 | 19.723 |
Financial Services | 16.270 | 15.901 |
Industrials | 12.500 | 10.580 |
Consumer Cyclical | 10.980 | 10.386 |
Healthcare | 9.440 | 11.106 |
Communication Services | 7.020 | 7.154 |
Consumer Defensive | 5.540 | 6.704 |
Real Estate | 3.690 | 7.676 |
Energy | 3.470 | 4.151 |
Basic Materials | 3.090 | 3.511 |
Utilities | 2.410 | 3.110 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 13.72 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.19 | - | - | |
SPDR Portfolio Corporate Bond | US78464A1447 | 9.88 | 29.24 | -0.07% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.14 | 46.32 | -0.09% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 5.91 | 59.70 | -0.05% | |
Vanguard Developed Markets Index Ins Pls | - | 5.23 | - | - | |
Columbia Research Enhanced Core | US19761L7064 | 4.86 | 38.04 | +0.18% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.55 | 23.64 | -0.04% | |
Vanguard Short-Term Government Bond | US92206C1027 | 4.44 | 58.63 | -0.02% | |
Columbia Mid Cap Index Inst | - | 4.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 435.68M | 6.69 | 15.31 | 10.09 | ||
SC Future Scholar Advisor 529 Modea | 356.45M | 6.06 | 11.35 | 7.17 | ||
SC Future Scholar Advisor 529 Colua | 285.8M | 5.60 | 9.91 | 6.14 | ||
SC Future Scholar 529 Direct Large | 272.37M | 6.07 | 19.49 | 13.43 | ||
SC Future Scholar 529 Direct Growth | 248.14M | 6.34 | 14.14 | 9.44 |
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