Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.000 | 12.420 | 11.420 |
Stocks | 92.590 | 92.610 | 0.020 |
Bonds | 5.410 | 5.680 | 0.270 |
Convertible | 0.880 | 0.880 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.936 | 17.912 |
Price to Book | 2.507 | 2.934 |
Price to Sales | 1.665 | 2.374 |
Price to Cash Flow | 11.201 | 12.831 |
Dividend Yield | 1.906 | 1.615 |
5 Years Earnings Growth | 10.381 | 11.180 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.940 | 24.155 |
Financial Services | 15.200 | 22.056 |
Industrials | 12.410 | 6.698 |
Consumer Cyclical | 11.410 | 7.785 |
Healthcare | 10.470 | 20.987 |
Communication Services | 7.490 | 6.357 |
Consumer Defensive | 5.380 | 4.490 |
Energy | 4.860 | 4.917 |
Basic Materials | 3.250 | 2.313 |
Real Estate | 3.220 | 2.381 |
Utilities | 2.360 | 1.977 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 18.05 | - | - | |
Columbia Large Cap Index Inst | - | 15.94 | - | - | |
Columbia Mid Cap Index Inst | - | 13.99 | - | - | |
Columbia Overseas Core Institutional | - | 11.78 | - | - | |
Columbia Small Cap Index Inst | - | 8.74 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 5.31 | 106.97 | -0.38% | |
Vanguard FTSE Developed Markets | US9219438580 | 5.01 | 50.02 | +0.56% | |
Columbia Total Return Bond Inst | - | 4.80 | - | - | |
Columbia Disciplined Core Inst | - | 4.01 | - | - | |
Columbia Select Large Cap Equity Inst | - | 3.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 402.37M | 15.96 | 5.33 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 339.2M | 11.22 | 2.53 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 267.22M | 9.85 | 2.02 | 5.72 | ||
SC Future Scholar 529 Direct Large | 258.25M | 24.74 | 8.75 | 12.89 | ||
SC Future Scholar 529 Direct Growth | 230.26M | 14.98 | 4.76 | 9.00 |
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