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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 | 17.134 |
Price to Book | 2.669 | 2.466 |
Price to Sales | 1.709 | 1.776 |
Price to Cash Flow | 11.418 | 10.574 |
Dividend Yield | 1.781 | 2.279 |
5 Years Earnings Growth | 11.521 | 10.919 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.010 | 20.181 |
Financial Services | 13.700 | 15.481 |
Industrials | 12.290 | 11.018 |
Consumer Cyclical | 11.920 | 9.956 |
Healthcare | 11.500 | 12.390 |
Communication Services | 7.300 | 6.817 |
Consumer Defensive | 5.640 | 6.532 |
Energy | 5.120 | 4.770 |
Basic Materials | 3.470 | 4.164 |
Real Estate | 3.040 | 5.563 |
Utilities | 2.000 | 3.127 |
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 | 362.32M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Modea | 324.92M | 1.20 | 1.04 | 6.28 | ||
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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