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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 1.550 | 0.940 |
Stocks | 82.910 | 82.910 | 0.000 |
Bonds | 16.440 | 16.480 | 0.040 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.790 | 17.324 |
Price to Book | 2.745 | 2.639 |
Price to Sales | 1.842 | 1.909 |
Price to Cash Flow | 11.946 | 11.274 |
Dividend Yield | 1.844 | 2.167 |
5 Years Earnings Growth | 11.560 | 11.425 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.010 | 21.913 |
Financial Services | 14.960 | 15.798 |
Industrials | 11.960 | 11.162 |
Healthcare | 11.620 | 11.792 |
Consumer Cyclical | 11.020 | 10.363 |
Communication Services | 6.480 | 6.652 |
Consumer Defensive | 5.750 | 6.722 |
Energy | 4.130 | 4.657 |
Real Estate | 3.900 | 3.986 |
Basic Materials | 3.600 | 3.914 |
Utilities | 2.570 | 3.042 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 49.13 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 13.88 | - | - | |
Columbia Mid Cap Index Inst | - | 12.08 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 6.69 | 45.32 | +1.32% | |
Vanguard Total Bond Market II Idx I | - | 6.52 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 3.22 | 45.69 | +0.04% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 2.41 | 81.17 | +0.04% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.94 | 23.62 | +0.17% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 1.82 | 58.53 | -0.13% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.31 | - | - |
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 Modera | 210.74M | 12.81 | 5.17 | 7.62 |
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