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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.840 | 5.240 | 0.400 |
Stocks | 52.840 | 52.840 | 0.000 |
Bonds | 42.300 | 42.390 | 0.090 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.411 | 17.712 |
Price to Book | 2.793 | 2.366 |
Price to Sales | 1.867 | 1.726 |
Price to Cash Flow | 12.024 | 9.659 |
Dividend Yield | 1.808 | 2.254 |
5 Years Earnings Growth | 11.974 | 10.999 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.220 | 19.383 |
Financial Services | 14.480 | 15.202 |
Industrials | 11.790 | 10.823 |
Consumer Cyclical | 11.360 | 10.741 |
Healthcare | 11.130 | 11.786 |
Communication Services | 6.670 | 6.826 |
Consumer Defensive | 5.510 | 6.338 |
Energy | 4.160 | 4.118 |
Real Estate | 3.720 | 8.234 |
Basic Materials | 3.540 | 3.717 |
Utilities | 2.410 | 2.838 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 29.24 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.08 | 60.59 | +0.32% | |
Vanguard Total Bond Market II Idx I | - | 9.69 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 8.42 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.30 | 47.31 | +0.25% | |
Columbia Mid Cap Index Inst | - | 8.14 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.89 | 83.94 | +0.35% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.10 | 24.04 | +0.23% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.08 | 45.30 | +0.60% | |
Vanguard Russell 1000 Growth | US92206C6802 | 2.52 | 96.03 | -0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 367.63M | 14.64 | 6.10 | 9.62 | ||
SC Future Scholar Advisor 529 Modea | 331.81M | 10.91 | 2.82 | 6.81 | ||
SC Future Scholar Advisor 529 Colua | 257.46M | 9.79 | 2.28 | 5.80 | ||
SC Future Scholar 529 Direct Growth | 212.93M | 13.70 | 5.43 | 8.98 | ||
SC Future Scholar 529 Direct Large | 232.33M | 19.34 | 9.18 | 12.76 |
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