Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 41.600 | 41.980 | 0.380 |
Stocks | 11.140 | 11.140 | 0.000 |
Bonds | 47.060 | 47.760 | 0.700 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.504 | 17.556 |
Price to Book | 4.503 | 3.038 |
Price to Sales | 2.850 | 1.921 |
Price to Cash Flow | 15.725 | 10.227 |
Dividend Yield | 1.380 | 2.563 |
5 Years Earnings Growth | 10.890 | 9.432 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.190 | 20.347 |
Financial Services | 12.640 | 15.032 |
Healthcare | 11.190 | 11.718 |
Communication Services | 10.410 | 7.414 |
Consumer Cyclical | 9.660 | 9.861 |
Industrials | 7.720 | 9.817 |
Consumer Defensive | 5.530 | 6.607 |
Energy | 3.280 | 4.198 |
Utilities | 2.450 | 3.318 |
Basic Materials | 2.160 | 3.382 |
Real Estate | 1.780 | 8.305 |
Number of long holdings: 11
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia US Treasury Index Inst | - | 15.87 | - | - | |
Columbia Total Return Bond Inst | - | 10.71 | - | - | |
Columbia Quality Income Inst | - | 8.37 | - | - | |
Columbia Corporate Income Inst | - | 7.89 | - | - | |
Columbia Income Opportunities Inst | - | 5.02 | - | - | |
Columbia Contrarian Core Inst | - | 4.67 | - | - | |
Columbia Large Cap Index Inst | - | 4.40 | - | - | |
Columbia Emerging Markets Bond Inst | - | 2.52 | - | - | |
Columbia Disciplined Core Inst | - | 2.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 383.07M | 15.96 | 5.33 | 9.67 | ||
SC Future Scholar Advisor 529 Modea | 326.96M | 11.22 | 2.53 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 257.73M | 9.85 | 2.02 | 5.72 | ||
SC Future Scholar 529 Direct Large | 244.32M | 24.74 | 8.75 | 12.89 | ||
SC Future Scholar 529 Direct Growth | 219.35M | 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