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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.260 | 1.160 | 0.900 |
Stocks | 63.160 | 63.160 | 0.000 |
Bonds | 36.550 | 36.680 | 0.130 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.823 | 16.728 |
Price to Book | 2.736 | 2.313 |
Price to Sales | 1.825 | 1.650 |
Price to Cash Flow | 11.921 | 9.645 |
Dividend Yield | 1.831 | 2.447 |
5 Years Earnings Growth | 11.484 | 10.360 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.970 | 20.315 |
Financial Services | 14.810 | 14.949 |
Industrials | 12.360 | 10.834 |
Consumer Cyclical | 11.360 | 10.307 |
Healthcare | 11.130 | 11.491 |
Communication Services | 6.370 | 6.972 |
Consumer Defensive | 5.640 | 6.503 |
Real Estate | 4.030 | 7.816 |
Energy | 3.970 | 4.207 |
Basic Materials | 3.710 | 3.708 |
Utilities | 2.640 | 2.896 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 36.22 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 10.57 | - | - | |
Columbia Mid Cap Index Inst | - | 10.13 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.53 | 58.27 | +0.07% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.81 | 45.63 | +0.15% | |
Vanguard Total Bond Market II Idx I | - | 7.38 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.11 | 80.93 | -0.10% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 5.53 | 47.93 | -0.79% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.95 | 23.75 | +0.04% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 1.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 383.54M | 14.34 | 5.62 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 336.31M | 10.27 | 2.65 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 262.65M | 11.34 | 3.69 | 6.14 | ||
SC Future Scholar 529 Direct Large | 245.3M | 21.89 | 11.73 | 13.17 | ||
SC Future Scholar 529 Direct Growth | 219.91M | 15.62 | 7.31 | 9.42 |
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