
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.730 | 7.570 | 6.840 |
Stocks | 91.730 | 91.730 | 0.000 |
Bonds | 6.560 | 6.840 | 0.280 |
Convertible | 0.860 | 0.860 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.537 | 18.234 |
Price to Book | 2.592 | 2.955 |
Price to Sales | 1.729 | 2.391 |
Price to Cash Flow | 11.458 | 12.959 |
Dividend Yield | 1.862 | 1.592 |
5 Years Earnings Growth | 10.210 | 10.991 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.620 | 23.632 |
Financial Services | 15.020 | 22.127 |
Consumer Cyclical | 11.830 | 8.395 |
Industrials | 11.780 | 6.601 |
Healthcare | 10.480 | 20.699 |
Communication Services | 7.750 | 6.710 |
Consumer Defensive | 5.340 | 4.478 |
Energy | 4.730 | 4.878 |
Real Estate | 3.110 | 2.330 |
Basic Materials | 3.050 | 2.283 |
Utilities | 2.270 | 1.458 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Contrarian Core Inst | - | 17.99 | - | - | |
Columbia Large Cap Index Inst | - | 15.62 | - | - | |
Columbia Mid Cap Index Inst | - | 14.01 | - | - | |
Columbia Overseas Core Institutional | - | 12.96 | - | - | |
Columbia Small Cap Index Inst | - | 8.01 | - | - | |
Columbia Total Return Bond Inst | - | 5.71 | - | - | |
Vanguard Russell 1000 Growth | US92206C6802 | 5.20 | 95.11 | +1.53% | |
Vanguard FTSE Developed Markets | US9219438580 | 5.03 | 52.99 | +0.45% | |
Columbia Disciplined Core Inst | - | 3.97 | - | - | |
Columbia Select Large Cap Equity Inst | - | 3.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 387.67M | 1.84 | 8.46 | 9.51 | ||
SC Future Scholar Advisor 529 Modea | 331.99M | 2.00 | 5.21 | 6.67 | ||
SC Future Scholar Advisor 529 Colua | 263.44M | 2.05 | 4.50 | 5.68 | ||
SC Future Scholar 529 Direct Large | 239.43M | 1.39 | 12.34 | 12.76 | ||
SC Future Scholar 529 Direct Growth | 221.68M | 1.92 | 7.77 | 8.89 |
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