![Street calls of the week: Stifel initiates on Tesla; downgrade for Alphabet](https://i-invdn-com.investing.com/news/moved_small-LYNXNPEK33099_L.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.420 | 1.570 | 1.150 |
Stocks | 92.640 | 92.640 | 0.000 |
Bonds | 6.900 | 6.910 | 0.010 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.892 | 17.027 |
Price to Book | 2.551 | 2.305 |
Price to Sales | 1.691 | 1.677 |
Price to Cash Flow | 11.243 | 9.490 |
Dividend Yield | 1.986 | 2.425 |
5 Years Earnings Growth | 11.213 | 10.481 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.170 | 19.439 |
Financial Services | 14.820 | 15.374 |
Industrials | 12.780 | 10.923 |
Consumer Cyclical | 11.600 | 10.645 |
Healthcare | 11.090 | 11.752 |
Communication Services | 6.390 | 7.106 |
Consumer Defensive | 5.930 | 6.725 |
Energy | 4.740 | 4.356 |
Basic Materials | 4.070 | 3.759 |
Real Estate | 3.770 | 7.032 |
Utilities | 2.650 | 2.893 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.35 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 18.33 | - | - | |
Columbia Mid Cap Index Inst | - | 14.03 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 7.85 | 41.53 | +0.97% | |
Vanguard Total Bond Market II Idx I | - | 5.59 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.51 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.34 | 23.23 | -0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 373.95M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 333.36M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 250.6M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 219.65M | 7.27 | 4.82 | 8.66 | ||
SC Future Scholar 529 Direct Age B6 | 210.74M | 5.08 | 2.87 | 6.90 |
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