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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67K 0.02%
2,900
227
$65K 0.02%
1,050
-317
228
$65K 0.02%
1,454
-732
229
$65K 0.02%
785
230
$63K 0.02%
439
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231
$62K 0.02%
684
232
$62K 0.02%
1,000
233
$62K 0.02%
581
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234
$61K 0.02%
200
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235
$61K 0.02%
1,161
-324
236
$60K 0.02%
509
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237
$60K 0.02%
1,966
+29
238
$59K 0.01%
207
239
$59K 0.01%
854
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240
$58K 0.01%
479
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241
$57K 0.01%
472
242
$57K 0.01%
2,565
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243
$57K 0.01%
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244
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245
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246
$56K 0.01%
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247
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248
$56K 0.01%
1,000
249
$56K 0.01%
600
250
$55K 0.01%
550
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10
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