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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.150 | 1.070 | 0.920 |
Stocks | 63.270 | 63.270 | 0.000 |
Bonds | 36.530 | 36.670 | 0.140 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.660 | 16.689 |
Price to Book | 2.691 | 2.309 |
Price to Sales | 1.792 | 1.641 |
Price to Cash Flow | 11.711 | 9.575 |
Dividend Yield | 1.872 | 2.458 |
5 Years Earnings Growth | 11.322 | 10.311 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.960 | 20.328 |
Financial Services | 14.870 | 14.945 |
Industrials | 12.400 | 10.839 |
Consumer Cyclical | 11.350 | 10.332 |
Healthcare | 11.070 | 11.452 |
Communication Services | 6.380 | 6.987 |
Consumer Defensive | 5.650 | 6.498 |
Real Estate | 4.020 | 7.819 |
Energy | 3.980 | 4.191 |
Basic Materials | 3.690 | 3.708 |
Utilities | 2.640 | 2.903 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 36.41 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 10.49 | - | - | |
Columbia Mid Cap Index Inst | - | 10.20 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.43 | 58.69 | -0.10% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.70 | 46.05 | -0.28% | |
Vanguard Total Bond Market II Idx I | - | 7.58 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.02 | 81.59 | -0.11% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.48 | 49.09 | -0.93% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.95 | 23.81 | -0.17% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 1.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 388.41M | 14.34 | 5.62 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 339.54M | 10.27 | 2.65 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 265.5M | 9.09 | 2.16 | 5.74 | ||
SC Future Scholar 529 Direct Large | 246.37M | 20.75 | 8.90 | 12.79 | ||
SC Future Scholar 529 Direct Growth | 222.27M | 13.43 | 5.02 | 9.01 |
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