Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.400 | 6.380 | 4.980 |
Stocks | 82.760 | 82.770 | 0.010 |
Bonds | 13.900 | 14.320 | 0.420 |
Convertible | 1.800 | 1.800 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.299 | 16.914 |
Price to Book | 2.659 | 2.334 |
Price to Sales | 1.737 | 1.701 |
Price to Cash Flow | 11.721 | 9.601 |
Dividend Yield | 1.866 | 2.390 |
5 Years Earnings Growth | 11.720 | 10.578 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.360 | 19.717 |
Financial Services | 13.970 | 15.455 |
Industrials | 11.880 | 10.797 |
Healthcare | 11.610 | 11.741 |
Consumer Cyclical | 10.840 | 10.596 |
Communication Services | 7.480 | 7.115 |
Consumer Defensive | 5.620 | 6.673 |
Energy | 4.620 | 4.115 |
Basic Materials | 3.700 | 3.732 |
Real Estate | 3.430 | 7.128 |
Utilities | 2.490 | 2.933 |
Number of long holdings: 20
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 18.34 | - | - | |
Columbia Contrarian Core Inst | - | 16.26 | - | - | |
Columbia Mid Cap Index Inst | - | 12.05 | - | - | |
Columbia Overseas Core Institutional | - | 8.73 | - | - | |
Columbia Small Cap Index Inst | - | 6.79 | - | - | |
Columbia Total Return Bond Inst | - | 6.35 | - | - | |
Vanguard FTSE Developed Markets | US9219438580 | 4.96 | 49.13 | -0.57% | |
Vanguard Russell 1000 Growth | US92206C6802 | 4.10 | 102.56 | -0.06% | |
Columbia Disciplined Core Inst | - | 4.02 | - | - | |
Columbia Select Large Cap Equity Inst | - | 2.50 | - | - |
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 |
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