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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.79 | 10.18 | 8.39 |
Stocks | 55.16 | 55.16 | 0.00 |
Bonds | 43.05 | 43.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.36 | 18.15 |
Price to Book | 4.09 | 3.08 |
Price to Sales | 2.84 | 2.06 |
Price to Cash Flow | 14.75 | 11.93 |
Dividend Yield | 1.34 | 2.01 |
5 Years Earnings Growth | 12.75 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.28 | 22.92 |
Financial Services | 12.72 | 14.97 |
Healthcare | 12.06 | 13.37 |
Communication Services | 11.29 | 7.19 |
Consumer Cyclical | 10.12 | 10.09 |
Industrials | 9.86 | 10.85 |
Consumer Defensive | 5.66 | 6.31 |
Energy | 3.97 | 5.45 |
Basic Materials | 1.61 | 3.52 |
Utilities | 1.48 | 3.04 |
Real Estate | 0.96 | 3.56 |
Number of long holdings: 962
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.05 | - | - | |
2 Year Treasury Note Future June 24 | - | 3.33 | - | - | |
Apple Inc | - | 3.33 | - | - | |
10 Year Treasury Note Future June 24 | - | 3.17 | - | - | |
NVIDIA Corp | - | 3.16 | - | - | |
Amazon.com Inc | - | 2.60 | - | - | |
Federal National Mortgage Association 4% | - | 2.40 | - | - | |
Federal National Mortgage Association 3% | - | 1.96 | - | - | |
Meta Platforms Inc Class A | - | 1.92 | - | - | |
iShares Core MSCI EAFE | US46432F8427 | 1.58 | 74.68 | +0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Columbia Dividend Income Z | 18.97B | 4.65 | 7.40 | 10.72 | ||
Columbia Dividend Income Y | 8.05B | 4.71 | 7.52 | 10.88 | ||
Columbia Seligman Comms & Info A | 7.41B | 4.28 | 7.66 | 19.64 | ||
Columbia Contrarian Core Z | 5.93B | 6.87 | 8.21 | 12.41 | ||
Columbia Dividend Income A | 4.46B | 4.56 | 7.13 | 10.44 |
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