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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.490 | 7.210 | 5.720 |
Stocks | 82.360 | 82.360 | 0.000 |
Bonds | 14.240 | 14.620 | 0.380 |
Convertible | 1.820 | 1.820 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.813 | 17.027 |
Price to Book | 2.609 | 2.305 |
Price to Sales | 1.712 | 1.677 |
Price to Cash Flow | 11.264 | 9.490 |
Dividend Yield | 1.937 | 2.425 |
5 Years Earnings Growth | 11.322 | 10.481 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.560 | 19.439 |
Financial Services | 13.800 | 15.374 |
Industrials | 12.350 | 10.923 |
Healthcare | 11.750 | 11.752 |
Consumer Cyclical | 11.370 | 10.645 |
Communication Services | 7.250 | 7.106 |
Consumer Defensive | 5.730 | 6.725 |
Energy | 5.370 | 4.356 |
Basic Materials | 3.540 | 3.759 |
Real Estate | 2.970 | 7.032 |
Utilities | 2.320 | 2.893 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 18.04 | - | - | |
Columbia Contrarian Core Inst | - | 16.33 | - | - | |
Columbia Mid Cap Index Inst | - | 11.97 | - | - | |
Columbia Overseas Core Institutional | - | 9.56 | - | - | |
Columbia Total Return Bond Inst | - | 6.46 | - | - | |
Columbia Small Cap Index Inst | - | 6.03 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 5.68 | 94.79 | +0.34% | |
Vanguard FTSE Developed Markets | US9219438580 | 4.95 | 49.46 | +0.15% | |
Columbia Disciplined Core Inst | - | 4.02 | - | - | |
Columbia Select Large Cap Equity Inst | - | 2.52 | - | - |
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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