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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.190 | 1.420 | 1.230 |
Stocks | 92.710 | 92.710 | 0.000 |
Bonds | 7.050 | 7.060 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.753 | 16.951 |
Price to Book | 2.612 | 2.327 |
Price to Sales | 1.804 | 1.706 |
Price to Cash Flow | 11.661 | 9.597 |
Dividend Yield | 1.890 | 2.392 |
5 Years Earnings Growth | 10.360 | 10.148 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.280 | 20.086 |
Financial Services | 15.860 | 15.745 |
Industrials | 12.170 | 10.678 |
Consumer Cyclical | 11.990 | 10.840 |
Healthcare | 10.020 | 11.326 |
Communication Services | 6.630 | 7.246 |
Consumer Defensive | 5.480 | 6.563 |
Energy | 3.890 | 4.074 |
Real Estate | 3.740 | 7.030 |
Basic Materials | 3.410 | 3.528 |
Utilities | 2.520 | 2.882 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.15 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 17.63 | - | - | |
Columbia Mid Cap Index Inst | - | 14.10 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.28 | 45.78 | -0.48% | |
Vanguard Total Bond Market II Idx I | - | 5.57 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.89 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.38 | 23.75 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 405.64M | 3.02 | 8.22 | 10.18 | ||
SC Future Scholar Advisor 529 Modea | 341.77M | 2.40 | 4.78 | 7.12 | ||
SC Future Scholar Advisor 529 Colua | 268.81M | 2.05 | 3.95 | 6.00 | ||
SC Future Scholar 529 Direct Large | 259.6M | 2.76 | 11.70 | 13.55 | ||
SC Future Scholar 529 Direct Growth | 230.81M | 2.74 | 7.41 | 9.45 |
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