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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.620 | 5.380 | 0.760 |
Stocks | 52.380 | 52.380 | 0.000 |
Bonds | 42.960 | 43.010 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.288 | 16.887 |
Price to Book | 2.676 | 2.265 |
Price to Sales | 1.759 | 1.612 |
Price to Cash Flow | 11.542 | 9.410 |
Dividend Yield | 1.908 | 2.497 |
5 Years Earnings Growth | 11.275 | 10.223 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.000 | 19.834 |
Financial Services | 14.490 | 14.898 |
Industrials | 12.410 | 11.110 |
Consumer Cyclical | 11.560 | 10.454 |
Healthcare | 11.200 | 11.475 |
Communication Services | 6.610 | 6.926 |
Consumer Defensive | 5.910 | 6.548 |
Energy | 4.680 | 4.541 |
Basic Materials | 3.820 | 3.735 |
Real Estate | 3.680 | 7.654 |
Utilities | 2.640 | 2.830 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 31.54 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 11.29 | 58.23 | -0.22% | |
Vanguard Total Bond Market II Idx I | - | 9.24 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 8.50 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 8.41 | 45.40 | -0.44% | |
Columbia Mid Cap Index Inst | - | 8.12 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 8.02 | 79.93 | -0.36% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 4.24 | 23.23 | -0.19% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 3.89 | 41.53 | +0.97% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 2.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.16M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 332.5M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.09M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.26M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 5.08 | 2.87 | 6.90 |
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