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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.450 | 5.370 | 0.920 |
Stocks | 52.310 | 52.310 | 0.000 |
Bonds | 43.210 | 43.290 | 0.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.764 | 17.381 |
Price to Book | 2.620 | 2.337 |
Price to Sales | 1.719 | 1.698 |
Price to Cash Flow | 11.192 | 9.477 |
Dividend Yield | 1.938 | 2.276 |
5 Years Earnings Growth | 11.108 | 10.793 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.040 | 18.993 |
Financial Services | 14.400 | 15.153 |
Industrials | 12.380 | 10.942 |
Consumer Cyclical | 11.600 | 10.927 |
Healthcare | 11.220 | 11.747 |
Communication Services | 6.600 | 6.832 |
Consumer Defensive | 5.920 | 6.438 |
Energy | 4.690 | 4.196 |
Basic Materials | 3.820 | 3.730 |
Real Estate | 3.690 | 8.217 |
Utilities | 2.630 | 2.832 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.68 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.56 | 58.32 | -0.37% | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.56 | 45.56 | -0.35% | |
Vanguard Total Bond Market II Idx I | - | 8.54 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 8.38 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.17 | 80.18 | -0.39% | |
Columbia Mid Cap Index Inst | - | 8.03 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.34 | 23.21 | +0.09% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 3.83 | 41.17 | +0.65% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.19 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 371.33M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 331.08M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 249.53M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 218.33M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 |
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