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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.200 | 9.400 | 3.200 |
Stocks | 52.540 | 52.540 | 0.000 |
Bonds | 41.070 | 41.590 | 0.520 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.257 | 17.345 |
Price to Book | 2.697 | 2.540 |
Price to Sales | 1.716 | 1.878 |
Price to Cash Flow | 11.564 | 11.102 |
Dividend Yield | 1.866 | 2.215 |
5 Years Earnings Growth | 11.610 | 10.958 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.680 | 21.108 |
Financial Services | 13.870 | 15.446 |
Industrials | 11.780 | 11.050 |
Healthcare | 11.600 | 11.839 |
Consumer Cyclical | 10.790 | 9.680 |
Communication Services | 7.660 | 7.190 |
Consumer Defensive | 5.590 | 6.262 |
Energy | 4.570 | 4.383 |
Basic Materials | 3.670 | 4.035 |
Real Estate | 3.410 | 5.661 |
Utilities | 2.380 | 3.346 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.11 | - | - | |
Columbia US Treasury Index Inst | - | 12.38 | - | - | |
Columbia Large Cap Index Inst | - | 10.19 | - | - | |
Columbia Corporate Income Inst | - | 9.02 | - | - | |
Columbia Quality Income Inst | - | 8.28 | - | - | |
Columbia Mid Cap Index Inst | - | 8.15 | - | - | |
Columbia Total Return Bond Inst | - | 7.54 | - | - | |
Columbia Overseas Core Institutional | - | 5.39 | - | - | |
Columbia Small Cap Index Inst | - | 4.51 | - | - | |
Columbia Income Opportunities Inst | - | 4.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 384.16M | 20.36 | 8.16 | 10.02 | ||
SC Future Scholar Advisor 529 Modea | 332.75M | 14.70 | 4.59 | 7.05 | ||
SC Future Scholar 529 Direct Large | 247.35M | 27.81 | 11.24 | 13.13 | ||
SC Future Scholar 529 Direct Growth | 220M | 18.96 | 7.28 | 9.32 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 14.98 | 5.05 | 7.46 |
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