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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.000 | 6.500 | 4.500 |
Stocks | 62.020 | 62.030 | 0.010 |
Bonds | 34.030 | 34.520 | 0.490 |
Convertible | 1.850 | 1.850 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.160 | 17.174 |
Price to Book | 2.488 | 2.784 |
Price to Sales | 1.631 | 1.947 |
Price to Cash Flow | 10.766 | 11.321 |
Dividend Yield | 1.965 | 2.212 |
5 Years Earnings Growth | 11.362 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.390 | 21.593 |
Financial Services | 13.800 | 15.327 |
Industrials | 12.480 | 10.987 |
Consumer Cyclical | 11.940 | 9.551 |
Healthcare | 11.540 | 13.682 |
Communication Services | 7.120 | 6.845 |
Consumer Defensive | 5.700 | 6.916 |
Energy | 5.280 | 5.473 |
Basic Materials | 3.550 | 3.526 |
Real Estate | 3.120 | 3.340 |
Utilities | 2.080 | 2.757 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 13.73 | - | - | |
Columbia Large Cap Index Inst | - | 11.73 | - | - | |
Columbia Mid Cap Index Inst | - | 9.96 | - | - | |
Columbia US Treasury Index Inst | - | 9.53 | - | - | |
Columbia Overseas Core Institutional | - | 8.03 | - | - | |
Columbia Total Return Bond Inst | - | 7.51 | - | - | |
Columbia Quality Income Inst | - | 6.75 | - | - | |
Columbia Corporate Income Inst | - | 6.27 | - | - | |
Columbia Small Cap Index Inst | - | 4.99 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.19 | 90.76 | +0.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 369.5M | 3.38 | 4.37 | 9.02 | ||
SC Future Scholar Advisor 529 Colua | 248.25M | 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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