Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.220 | 9.710 | 3.490 |
Shares | 51.840 | 51.840 | 0.000 |
Bonds | 41.900 | 42.420 | 0.520 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.389 | 17.380 |
Price to Book | 2.569 | 2.337 |
Price to Sales | 1.672 | 1.698 |
Price to Cash Flow | 10.979 | 9.475 |
Dividend Yield | 1.915 | 2.276 |
5 Years Earnings Growth | 11.420 | 10.793 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.030 | 19.017 |
Financial Services | 13.700 | 15.154 |
Industrials | 12.230 | 10.942 |
Consumer Cyclical | 11.900 | 10.942 |
Healthcare | 11.520 | 11.746 |
Communication Services | 7.370 | 6.824 |
Consumer Defensive | 5.660 | 6.428 |
Energy | 5.130 | 4.182 |
Basic Materials | 3.450 | 3.730 |
Real Estate | 3.000 | 8.224 |
Utilities | 2.000 | 2.816 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.01 | - | - | |
Columbia US Treasury Index Inst | - | 12.64 | - | - | |
Columbia Large Cap Index Inst | - | 9.96 | - | - | |
Columbia Quality Income Inst | - | 8.55 | - | - | |
Columbia Corporate Income Inst | - | 8.01 | - | - | |
Columbia Mid Cap Index Inst | - | 7.97 | - | - | |
Columbia Total Return Bond Inst | - | 7.73 | - | - | |
Columbia Overseas Core Institutional | - | 6.04 | - | - | |
Columbia Income Opportunities Inst | - | 4.53 | - | - | |
Columbia Small Cap Index Inst | - | 3.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 363.01M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 324.67M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 244.92M | 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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review