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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.970 | 6.820 | 4.850 |
Shares | 62.510 | 62.510 | 0.000 |
Bonds | 33.600 | 34.080 | 0.480 |
Convertible | 1.820 | 1.820 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.710 | 17.633 |
Price to Book | 2.575 | 2.456 |
Price to Sales | 1.684 | 1.804 |
Price to Cash Flow | 11.150 | 10.602 |
Dividend Yield | 1.939 | 2.236 |
5 Years Earnings Growth | 11.282 | 11.246 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.310 | 19.673 |
Financial Services | 13.760 | 15.066 |
Industrials | 12.570 | 11.011 |
Healthcare | 11.750 | 11.982 |
Consumer Cyclical | 11.490 | 10.874 |
Communication Services | 7.130 | 8.233 |
Consumer Defensive | 5.690 | 6.551 |
Energy | 5.450 | 3.956 |
Basic Materials | 3.550 | 3.774 |
Real Estate | 3.020 | 6.149 |
Utilities | 2.280 | 2.737 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.85 | - | - | |
Columbia Large Cap Index Inst | - | 11.81 | - | - | |
Columbia Mid Cap Index Inst | - | 10.00 | - | - | |
Columbia US Treasury Index Inst | - | 9.40 | - | - | |
Columbia Overseas Core Institutional | - | 8.08 | - | - | |
Columbia Total Return Bond Inst | - | 7.42 | - | - | |
Columbia Quality Income Inst | - | 6.68 | - | - | |
Columbia Corporate Income Inst | - | 6.19 | - | - | |
Columbia Small Cap Index Inst | - | 5.03 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.27 | 95.16 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.16M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 332.5M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.09M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.26M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
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