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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.130 | 8.410 | 7.280 |
Stocks | 92.330 | 92.330 | 0.000 |
Bonds | 5.550 | 5.810 | 0.260 |
Convertible | 0.920 | 0.920 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.486 | 17.288 |
Price to Book | 2.500 | 2.655 |
Price to Sales | 1.648 | 2.138 |
Price to Cash Flow | 10.985 | 12.359 |
Dividend Yield | 1.990 | 1.736 |
5 Years Earnings Growth | 11.227 | 12.034 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.770 | 23.190 |
Financial Services | 13.970 | 23.021 |
Industrials | 12.720 | 6.257 |
Healthcare | 11.750 | 22.084 |
Consumer Cyclical | 11.450 | 7.274 |
Communication Services | 7.000 | 5.606 |
Consumer Defensive | 5.740 | 4.666 |
Energy | 5.550 | 6.038 |
Basic Materials | 3.680 | 2.540 |
Real Estate | 3.080 | 3.253 |
Utilities | 2.290 | 1.942 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 18.07 | - | - | |
Columbia Large Cap Index Inst | - | 16.76 | - | - | |
Columbia Mid Cap Index Inst | - | 14.07 | - | - | |
Columbia Overseas Core Institutional | - | 12.61 | - | - | |
Columbia Small Cap Index Inst | - | 8.07 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 6.25 | 93.81 | -0.70% | |
Vanguard FTSE Developed Markets | US9219438580 | 5.55 | 49.42 | +0.08% | |
Columbia Total Return Bond Inst | - | 4.76 | - | - | |
Columbia Disciplined Core Inst | - | 3.77 | - | - | |
Columbia Select Large Cap Equity Inst | - | 3.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.95M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 333.36M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.6M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.65M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
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