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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.500 | 1.490 | 0.990 |
Stocks | 92.860 | 92.860 | 0.000 |
Bonds | 6.610 | 6.620 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.472 | 17.460 |
Price to Book | 2.640 | 2.810 |
Price to Sales | 1.774 | 2.300 |
Price to Cash Flow | 11.638 | 12.989 |
Dividend Yield | 1.892 | 1.678 |
5 Years Earnings Growth | 11.528 | 12.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.180 | 24.098 |
Financial Services | 15.200 | 23.060 |
Industrials | 12.370 | 5.863 |
Healthcare | 11.570 | 22.064 |
Consumer Cyclical | 11.110 | 7.003 |
Communication Services | 6.270 | 5.418 |
Consumer Defensive | 5.740 | 4.629 |
Energy | 4.190 | 5.664 |
Real Estate | 4.040 | 2.986 |
Basic Materials | 3.770 | 2.507 |
Utilities | 2.570 | 2.060 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 51.25 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 17.54 | - | - | |
Columbia Mid Cap Index Inst | - | 14.08 | - | - | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 8.67 | 45.64 | +2.03% | |
Vanguard Total Bond Market II Idx I | - | 5.43 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 1.57 | - | - | |
SPDR Portfolio High Yield Bond | US78468R6062 | 1.46 | 23.66 | +0.32% | |
Vanguard Russell 1000 Growth ETF | - | 0.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar Advisor 529 Modea | 327.69M | 12.56 | 4.38 | 7.21 | ||
SC Future Scholar Advisor 529 Colua | 256.24M | 11.34 | 3.69 | 6.14 | ||
SC Future Scholar 529 Direct Large | 233.95M | 21.89 | 11.73 | 13.17 | ||
SC Future Scholar 529 Direct Growth | 211.73M | 15.62 | 7.31 | 9.42 | ||
SC Future Scholar 529 Direct Modera | 210.74M | 12.81 | 5.17 | 7.62 |
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