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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.02%
2,900
227
$73K 0.02%
364
+46
228
$73K 0.02%
848
229
$72K 0.01%
420
230
$72K 0.01%
532
231
$71K 0.01%
2,747
+20
232
$71K 0.01%
956
+95
233
$70K 0.01%
431
+1
234
$69K 0.01%
1,135
235
$68K 0.01%
1,264
236
$68K 0.01%
3,588
237
$66K 0.01%
523
238
$66K 0.01%
750
239
$63K 0.01%
317
240
$63K 0.01%
295
241
$62K 0.01%
231
242
$62K 0.01%
850
243
$61K 0.01%
910
244
$61K 0.01%
220
245
$60K 0.01%
296
246
$60K 0.01%
331
247
$60K 0.01%
1,877
248
$59K 0.01%
4,200
249
$59K 0.01%
396
250
$59K 0.01%
271
8 9
10
11 12