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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 29.890 | 30.450 | 0.560 |
Stocks | 21.550 | 21.550 | 0.000 |
Bonds | 48.540 | 48.630 | 0.090 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.705 | 17.394 |
Price to Book | 2.943 | 2.467 |
Price to Sales | 1.902 | 1.657 |
Price to Cash Flow | 11.962 | 9.737 |
Dividend Yield | 1.788 | 2.342 |
5 Years Earnings Growth | 11.321 | 10.043 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.850 | 20.643 |
Financial Services | 13.750 | 14.255 |
Healthcare | 11.690 | 12.353 |
Consumer Cyclical | 11.390 | 10.293 |
Industrials | 11.010 | 10.658 |
Communication Services | 7.320 | 7.543 |
Consumer Defensive | 5.800 | 6.340 |
Energy | 4.310 | 4.063 |
Real Estate | 3.350 | 7.550 |
Basic Materials | 3.210 | 3.625 |
Utilities | 2.340 | 2.683 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 16.01 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 14.94 | 57.59 | -0.33% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.31 | 44.71 | -0.64% | |
Vanguard Total Bond Market II Idx I | - | 8.62 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.52 | 79.23 | -0.41% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.87 | 23.16 | -0.34% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.47 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 2.06 | - | - | |
Columbia Mid Cap Index Inst | - | 2.02 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 1.48 | 42.22 | -0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 366.67M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 327.33M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 246.24M | 0.73 | 0.59 | 5.26 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 1.36 | 1.95 | 6.68 |
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