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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.230 | 1.460 | 1.230 |
Stocks | 92.660 | 92.660 | 0.000 |
Bonds | 7.070 | 7.080 | 0.010 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.353 | 17.370 |
Price to Book | 2.486 | 2.642 |
Price to Sales | 1.639 | 2.158 |
Price to Cash Flow | 10.809 | 12.722 |
Dividend Yield | 2.021 | 1.717 |
5 Years Earnings Growth | 11.047 | 11.918 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.390 | 23.413 |
Financial Services | 14.750 | 22.998 |
Industrials | 12.810 | 6.230 |
Consumer Cyclical | 11.860 | 7.304 |
Healthcare | 11.070 | 21.780 |
Communication Services | 6.260 | 5.741 |
Consumer Defensive | 5.820 | 4.649 |
Energy | 4.590 | 5.974 |
Basic Materials | 4.090 | 2.007 |
Real Estate | 3.880 | 3.283 |
Utilities | 2.470 | 1.868 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.20 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.34 | - | - | |
Columbia Mid Cap Index Inst | - | 14.04 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 7.87 | 42.22 | -0.33% | |
Vanguard Total Bond Market II Idx I | - | 5.57 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.57 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.40 | 23.16 | -0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 327.33M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 246.24M | 0.73 | 0.59 | 5.26 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 1.36 | 1.95 | 6.68 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 1.36 | 1.95 | 6.68 | ||
SC Scholar Conservative Track 12 15 | 206.35M | -0.31 | 0.19 | 2.53 |
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