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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.220 | 1.420 | 1.200 |
Stocks | 82.670 | 82.670 | 0.000 |
Bonds | 17.080 | 17.110 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.636 | 17.564 |
Price to Book | 2.580 | 2.588 |
Price to Sales | 1.698 | 1.821 |
Price to Cash Flow | 11.088 | 11.023 |
Dividend Yield | 1.973 | 2.240 |
5 Years Earnings Growth | 11.105 | 10.885 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.130 | 21.435 |
Financial Services | 14.550 | 15.377 |
Industrials | 12.430 | 11.473 |
Consumer Cyclical | 11.750 | 10.827 |
Healthcare | 11.180 | 11.730 |
Communication Services | 6.500 | 6.636 |
Consumer Defensive | 5.830 | 6.809 |
Energy | 4.540 | 4.990 |
Basic Materials | 3.920 | 4.036 |
Real Estate | 3.740 | 3.856 |
Utilities | 2.450 | 2.832 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 49.03 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 14.61 | - | - | |
Columbia Mid Cap Index Inst | - | 12.04 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.65 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.94 | 42.22 | -0.33% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 3.03 | 44.71 | -0.64% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 2.75 | 79.23 | -0.41% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.89 | 23.16 | -0.34% | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 1.78 | 57.59 | -0.33% | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 366.67M | 3.38 | 4.37 | 9.02 | ||
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 |
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