Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 1.300 | 1.010 |
Stocks | 62.490 | 62.490 | 0.000 |
Bonds | 37.190 | 37.260 | 0.070 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.540 | 17.178 |
Price to Book | 2.547 | 2.786 |
Price to Sales | 1.677 | 1.948 |
Price to Cash Flow | 10.998 | 11.329 |
Dividend Yield | 1.979 | 2.211 |
5 Years Earnings Growth | 11.060 | 11.132 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.460 | 21.598 |
Financial Services | 14.570 | 15.325 |
Industrials | 12.690 | 10.985 |
Consumer Cyclical | 11.670 | 9.555 |
Healthcare | 11.140 | 13.682 |
Communication Services | 6.420 | 6.846 |
Consumer Defensive | 5.920 | 6.916 |
Energy | 4.740 | 5.472 |
Basic Materials | 3.970 | 3.526 |
Real Estate | 3.780 | 3.339 |
Utilities | 2.650 | 2.756 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Columbia Large Cap Index Inst | - | 35.86 | - | - | |
Vanguard Developed Markets Index Ins Pls | - | 11.18 | - | - | |
Columbia Mid Cap Index Inst | - | 10.07 | - | - | |
Vanguard Intermediate-Term Government Bond | US92206C7065 | 8.63 | 58.53 | +0.12% | |
Vanguard Total Bond Market II Idx I | - | 8.08 | - | - | |
Vanguard Mortgage-Backed Securities | US92206C7719 | 7.54 | 45.72 | +0.18% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 7.21 | 80.49 | +0.01% | |
SPDR Portfolio S&P 600 Small Cap | US78468R8530 | 4.81 | 40.91 | -1.40% | |
SPDR Portfolio High Yield Bond | US78468R6062 | 3.87 | 23.19 | -0.41% | |
Vanguard Emerging Mkts Govt Bd ETF | - | 1.95 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SC Future Scholar 529 Direct Aggres | 371.33M | 8.08 | 5.46 | 9.30 | ||
SC Future Scholar Advisor 529 Modea | 331.08M | 4.98 | 2.00 | 6.49 | ||
SC Future Scholar Advisor 529 Colua | 249.53M | 4.12 | 1.45 | 5.46 | ||
SC Future Scholar 529 Direct Growth | 218.33M | 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