Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.340 | 5.360 | 1.020 |
Stocks | 52.250 | 52.250 | 0.000 |
Bonds | 43.370 | 43.460 | 0.090 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.029 | 18.058 |
Price to Book | 2.716 | 2.603 |
Price to Sales | 1.849 | 1.918 |
Price to Cash Flow | 11.933 | 11.188 |
Dividend Yield | 1.831 | 2.114 |
5 Years Earnings Growth | 10.297 | 10.826 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.600 | 20.887 |
Financial Services | 15.620 | 15.406 |
Industrials | 12.130 | 10.770 |
Consumer Cyclical | 11.690 | 10.916 |
Healthcare | 10.280 | 11.344 |
Communication Services | 6.560 | 8.051 |
Consumer Defensive | 5.520 | 6.249 |
Energy | 3.960 | 3.627 |
Real Estate | 3.740 | 6.579 |
Basic Materials | 3.320 | 3.464 |
Utilities | 2.580 | 2.706 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.34 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.29 | 58.06 | +0.21% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.78 | 80.42 | +0.15% | |
Vanguard Total Bond Market II Idx I | - | 8.67 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.47 | 45.32 | +0.13% | |
Columbia Mid Cap Index Inst | - | 8.04 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 7.67 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.44 | 46.47 | -0.19% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.31 | 23.80 | +0.13% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 402.37M | 15.96 | 5.33 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 339.2M | 11.22 | 2.53 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 267.22M | 9.85 | 2.02 | 5.72 | ||
SC Future Scholar 529 Direct Large | 258.25M | 24.74 | 8.75 | 12.89 | ||
SC Future Scholar 529 Direct Growth | 230.26M | 14.98 | 4.76 | 9.00 |
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