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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 29.910 | 30.480 | 0.570 |
Shares | 21.530 | 21.530 | 0.000 |
Bonds | 48.540 | 48.630 | 0.090 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.717 | 17.158 |
Price to Book | 2.947 | 2.429 |
Price to Sales | 1.912 | 1.629 |
Price to Cash Flow | 11.995 | 9.588 |
Dividend Yield | 1.787 | 2.370 |
5 Years Earnings Growth | 11.323 | 10.028 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.520 | 20.455 |
Financial Services | 13.740 | 14.245 |
Healthcare | 11.640 | 12.333 |
Consumer Cyclical | 11.270 | 10.233 |
Industrials | 10.990 | 10.700 |
Communication Services | 7.440 | 7.570 |
Consumer Defensive | 5.950 | 6.400 |
Energy | 4.460 | 4.155 |
Real Estate | 3.260 | 7.508 |
Basic Materials | 3.190 | 3.653 |
Utilities | 2.540 | 2.750 |
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 | 58.53 | +0.12% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 9.31 | 45.72 | +0.18% | |
Vanguard Total Bond Market II Idx I | - | 8.62 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.52 | 80.49 | +0.01% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.87 | 23.19 | -0.41% | |
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 | 40.91 | -1.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 371.33M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 331.08M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 249.53M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 218.33M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 |
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