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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.130 | 1.240 | 1.110 |
Stocks | 82.980 | 82.980 | 0.000 |
Bonds | 16.860 | 16.920 | 0.060 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.925 | 17.306 |
Price to Book | 2.770 | 2.635 |
Price to Sales | 1.856 | 1.912 |
Price to Cash Flow | 12.024 | 11.272 |
Dividend Yield | 1.830 | 2.181 |
5 Years Earnings Growth | 11.498 | 11.307 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.380 | 21.939 |
Financial Services | 14.760 | 15.843 |
Industrials | 12.090 | 11.186 |
Consumer Cyclical | 11.280 | 10.584 |
Healthcare | 11.130 | 11.412 |
Communication Services | 6.530 | 6.799 |
Consumer Defensive | 5.680 | 6.665 |
Energy | 3.940 | 4.512 |
Real Estate | 3.900 | 3.999 |
Basic Materials | 3.670 | 3.960 |
Utilities | 2.650 | 3.104 |
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 | 48.61 | +1.61% | |
Vanguard Total Bond Market II Idx I | - | 6.52 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 3.22 | 45.77 | +0.24% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 2.41 | 81.02 | +0.07% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.94 | 23.77 | +0.04% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 1.82 | 58.35 | +0.02% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 383.26M | 14.34 | 5.62 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 335.63M | 10.27 | 2.65 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 262.66M | 9.09 | 2.16 | 5.74 | ||
SC Future Scholar 529 Direct Large | 244.77M | 20.75 | 8.90 | 12.79 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 10.56 | 3.28 | 7.21 |
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