Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.380 | 9.880 | 3.500 |
Stocks | 52.640 | 52.640 | 0.000 |
Bonds | 40.930 | 41.420 | 0.490 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.106 | 17.569 |
Price to Book | 2.669 | 2.363 |
Price to Sales | 1.709 | 1.711 |
Price to Cash Flow | 11.418 | 9.592 |
Dividend Yield | 1.781 | 2.243 |
5 Years Earnings Growth | 11.521 | 10.814 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.010 | 19.047 |
Financial Services | 13.700 | 15.138 |
Industrials | 12.290 | 10.937 |
Consumer Cyclical | 11.920 | 10.970 |
Healthcare | 11.500 | 11.747 |
Communication Services | 7.300 | 6.811 |
Consumer Defensive | 5.640 | 6.425 |
Energy | 5.120 | 4.165 |
Basic Materials | 3.470 | 3.728 |
Real Estate | 3.040 | 8.230 |
Utilities | 2.000 | 2.809 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.10 | - | - | |
Columbia US Treasury Index Inst | - | 12.42 | - | - | |
Columbia Large Cap Index Inst | - | 10.10 | - | - | |
Columbia Quality Income Inst | - | 8.44 | - | - | |
Columbia Mid Cap Index Inst | - | 8.35 | - | - | |
Columbia Corporate Income Inst | - | 7.88 | - | - | |
Columbia Total Return Bond Inst | - | 7.62 | - | - | |
Columbia Overseas Core Institutional | - | 6.01 | - | - | |
Columbia Income Opportunities Inst | - | 4.44 | - | - | |
Columbia Small Cap Index Inst | - | 4.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 367.12M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 328.81M | 1.20 | 1.04 | 6.28 | ||
SC Future Scholar Advisor 529 Colua | 248.21M | 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 |
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