CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
689
-15
227
$41K 0.02%
1,000
228
$41K 0.02%
600
229
$40K 0.02%
472
230
$39K 0.02%
194
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231
$39K 0.02%
360
-277
232
$39K 0.02%
407
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233
$39K 0.02%
338
234
$39K 0.02%
648
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235
$39K 0.02%
3,591
236
$38K 0.02%
+547
237
$38K 0.02%
2,424
-928
238
$38K 0.02%
288
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239
$38K 0.02%
413
240
$38K 0.02%
3,650
241
$37K 0.02%
239
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242
$37K 0.02%
851
243
$36K 0.01%
884
244
$36K 0.01%
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245
$36K 0.01%
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246
$35K 0.01%
3,462
+1,392
247
$34K 0.01%
1,040
+3
248
$34K 0.01%
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249
$34K 0.01%
1,972
250
$34K 0.01%
+621
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