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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 42.070 | 42.380 | 0.310 |
Shares | 11.190 | 11.190 | 0.000 |
Bonds | 46.710 | 47.300 | 0.590 |
Convertible | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.513 | 13.276 |
Price to Book | 4.313 | 2.405 |
Price to Sales | 2.649 | 1.834 |
Price to Cash Flow | 14.534 | 8.302 |
Dividend Yield | 1.390 | 2.290 |
5 Years Earnings Growth | 12.306 | 24.890 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.800 | 22.266 |
Healthcare | 12.400 | 13.258 |
Financial Services | 11.910 | 13.530 |
Consumer Cyclical | 10.480 | 18.281 |
Communication Services | 10.240 | 8.057 |
Industrials | 8.610 | 9.382 |
Consumer Defensive | 5.560 | 6.077 |
Energy | 3.820 | 5.574 |
Utilities | 1.920 | 4.541 |
Basic Materials | 1.820 | 16.060 |
Real Estate | 1.450 | 5.129 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 16.03 | - | - | |
Columbia Total Return Bond Inst | - | 9.10 | - | - | |
Columbia Quality Income Inst | - | 8.50 | - | - | |
Columbia Corporate Income Inst | - | 7.54 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.61 | - | - | |
Columbia Large Cap Index Inst | - | 4.59 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.52 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 1.06 | 93.81 | -0.70% | |
Columbia Disciplined Core Inst | - | 1.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Conser | 206.35M | 1.29 | 0.63 | 2.62 | ||
SC Future Scholar Advisor 529 Coluz | 16.42M | 1.27 | 0.37 | 2.58 | ||
SC Future Scholar Advisor 529 Colue | 12.09M | 1.02 | -0.15 | 2.06 | ||
SC Future Scholar 529 Direct Bond I | 8.52M | -1.55 | -3.07 | 1.20 | ||
SC Future Scholar TIPS Bond ETF 529 | 4.2M | 0.00 | -1.50 | 1.66 |
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