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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.690 | 5.900 | 4.210 |
Stocks | 62.680 | 62.680 | 0.000 |
Bonds | 33.730 | 34.230 | 0.500 |
Convertible | 1.810 | 1.810 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.402 | 17.351 |
Price to Book | 2.574 | 2.298 |
Price to Sales | 1.712 | 1.650 |
Price to Cash Flow | 11.506 | 9.607 |
Dividend Yield | 1.895 | 2.461 |
5 Years Earnings Growth | 12.240 | 10.534 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.700 | 20.588 |
Financial Services | 14.020 | 14.976 |
Industrials | 12.100 | 10.805 |
Healthcare | 11.920 | 11.574 |
Consumer Cyclical | 10.820 | 10.212 |
Communication Services | 7.050 | 6.884 |
Consumer Defensive | 5.230 | 6.410 |
Energy | 5.060 | 4.354 |
Basic Materials | 3.670 | 3.676 |
Real Estate | 3.210 | 7.738 |
Utilities | 2.220 | 2.785 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.83 | - | - | |
Columbia Large Cap Index Inst | - | 11.84 | - | - | |
Columbia Mid Cap Index Inst | - | 10.04 | - | - | |
Columbia US Treasury Index Inst | - | 9.34 | - | - | |
Columbia Overseas Core Institutional | - | 8.09 | - | - | |
Columbia Total Return Bond Inst | - | 7.43 | - | - | |
Columbia Quality Income Inst | - | 6.72 | - | - | |
Columbia Corporate Income Inst | - | 6.17 | - | - | |
Columbia Small Cap Index Inst | - | 5.03 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.33 | 96.13 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 367.63M | 14.64 | 6.10 | 9.62 | ||
SC Future Scholar Advisor 529 Modea | 331.81M | 10.91 | 2.82 | 6.81 | ||
SC Future Scholar Advisor 529 Colua | 257.46M | 9.79 | 2.28 | 5.80 | ||
SC Future Scholar 529 Direct Growth | 212.93M | 13.70 | 5.43 | 8.98 | ||
SC Future Scholar 529 Direct Large | 232.33M | 19.34 | 9.18 | 12.76 |
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