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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.040 | 1.200 | 1.160 |
Stocks | 92.820 | 92.820 | 0.000 |
Bonds | 7.090 | 7.100 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.439 | 17.256 |
Price to Book | 2.617 | 2.807 |
Price to Sales | 1.755 | 2.319 |
Price to Cash Flow | 11.511 | 12.894 |
Dividend Yield | 1.923 | 1.685 |
5 Years Earnings Growth | 11.297 | 12.044 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.500 | 24.087 |
Financial Services | 15.080 | 23.219 |
Industrials | 12.550 | 5.789 |
Consumer Cyclical | 11.340 | 7.007 |
Healthcare | 11.040 | 21.834 |
Communication Services | 6.320 | 5.597 |
Consumer Defensive | 5.680 | 4.680 |
Real Estate | 4.020 | 2.691 |
Energy | 4.010 | 5.520 |
Basic Materials | 3.820 | 2.401 |
Utilities | 2.650 | 2.168 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.36 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 17.48 | - | - | |
Columbia Mid Cap Index Inst | - | 14.09 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.54 | 49.09 | -0.93% | |
Vanguard Total Bond Market II Idx I | - | 5.57 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.51 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.45 | 23.81 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 339.54M | 10.27 | 2.65 | 6.78 | ||
SC Future Scholar Advisor 529 Colua | 265.5M | 9.09 | 2.16 | 5.74 | ||
SC Future Scholar 529 Direct Large | 246.37M | 20.75 | 8.90 | 12.79 | ||
SC Future Scholar 529 Direct Growth | 222.27M | 13.43 | 5.02 | 9.01 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 10.56 | 3.28 | 7.21 |
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