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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83K 0.02%
850
+400
227
$83K 0.02%
304
228
$83K 0.02%
3,386
229
$81K 0.01%
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230
$81K 0.01%
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231
$80K 0.01%
320
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232
$80K 0.01%
906
233
$77K 0.01%
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234
$77K 0.01%
331
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235
$76K 0.01%
233
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236
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343
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237
$75K 0.01%
1,044
238
$74K 0.01%
729
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239
$74K 0.01%
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240
$73K 0.01%
420
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241
$72K 0.01%
304
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242
$72K 0.01%
797
243
$72K 0.01%
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245
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246
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247
$71K 0.01%
640
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248
$70K 0.01%
1,174
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249
$70K 0.01%
3,650
250
$69K 0.01%
3,080
8 9
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