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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.730 | 9.010 | 3.280 |
Stocks | 52.400 | 52.400 | 0.000 |
Bonds | 41.810 | 42.340 | 0.530 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.704 | 17.757 |
Price to Book | 2.662 | 2.507 |
Price to Sales | 1.766 | 1.855 |
Price to Cash Flow | 11.764 | 11.035 |
Dividend Yield | 1.844 | 2.248 |
5 Years Earnings Growth | 12.334 | 11.252 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.460 | 21.202 |
Financial Services | 13.930 | 15.462 |
Healthcare | 11.900 | 12.062 |
Industrials | 11.790 | 10.912 |
Consumer Cyclical | 10.730 | 9.657 |
Communication Services | 7.250 | 7.035 |
Consumer Defensive | 5.180 | 6.284 |
Energy | 4.910 | 4.755 |
Basic Materials | 3.590 | 4.041 |
Real Estate | 3.140 | 5.509 |
Utilities | 2.110 | 3.085 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.03 | - | - | |
Columbia US Treasury Index Inst | - | 12.48 | - | - | |
Columbia Large Cap Index Inst | - | 10.09 | - | - | |
Columbia Quality Income Inst | - | 8.58 | - | - | |
Columbia Mid Cap Index Inst | - | 8.04 | - | - | |
Columbia Corporate Income Inst | - | 7.92 | - | - | |
Columbia Total Return Bond Inst | - | 7.70 | - | - | |
Columbia Overseas Core Institutional | - | 6.04 | - | - | |
Columbia Income Opportunities Inst | - | 4.46 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.15 | 96.13 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 370.78M | 14.64 | 6.10 | 9.62 | ||
SC Future Scholar Advisor 529 Modea | 333.68M | 10.91 | 2.82 | 6.81 | ||
SC Future Scholar 529 Direct Growth | 214.86M | 13.70 | 5.43 | 8.98 | ||
SC Future Scholar 529 Direct Large | 233.33M | 19.34 | 9.18 | 12.76 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 11.03 | 3.58 | 7.23 |
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