Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 39.730 | 40.040 | 0.310 |
Stocks | 11.280 | 11.280 | 0.000 |
Bonds | 48.970 | 49.020 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.390 | 13.276 |
Price to Book | 4.018 | 2.405 |
Price to Sales | 2.572 | 1.834 |
Price to Cash Flow | 14.286 | 8.302 |
Dividend Yield | 1.514 | 2.290 |
5 Years Earnings Growth | 11.819 | 24.890 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.170 | 22.266 |
Financial Services | 12.670 | 13.530 |
Healthcare | 12.320 | 13.258 |
Consumer Cyclical | 10.470 | 18.281 |
Communication Services | 9.140 | 8.057 |
Industrials | 8.280 | 9.382 |
Consumer Defensive | 6.130 | 6.077 |
Energy | 4.090 | 5.574 |
Utilities | 2.440 | 4.541 |
Real Estate | 2.170 | 5.129 |
Basic Materials | 2.140 | 16.060 |
Number of long holdings: 9
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Intermediate-Term Government Bond | US92206C7065 | 15.16 | 58.23 | -0.22% | |
Columbia Large Cap Index Inst | - | 11.28 | - | - | |
Vanguard Total Bond Market II Idx I | - | 10.68 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.72 | 45.40 | -0.44% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.39 | 79.93 | -0.36% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.93 | 23.23 | -0.19% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Coluc | 29.11M | 0.99 | -0.39 | 1.81 | ||
SC Future Scholar Advisor 529 Coluz | 16.4M | 1.27 | 0.37 | 2.58 | ||
SC Future Scholar Advisor 529 Colue | 12.09M | 1.02 | -0.15 | 2.06 | ||
SC Future Scholar 529 Direct Bond I | 8.51M | -1.55 | -3.07 | 1.20 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.19M | 0.00 | -1.50 | 1.66 |
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