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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84.4K 0.01%
2,976
227
$82.9K 0.01%
750
228
$82.9K 0.01%
863
+13
229
$82.6K 0.01%
1,348
230
$82.2K 0.01%
3,386
231
$82.2K 0.01%
343
232
$81.6K 0.01%
724
233
$81.5K 0.01%
+793
234
$79.6K 0.01%
900
235
$79.5K 0.01%
2,900
236
$78.7K 0.01%
1,000
237
$78.4K 0.01%
492
238
$77.4K 0.01%
345
+49
239
$76.3K 0.01%
744
+239
240
$76K 0.01%
452
+148
241
$75.2K 0.01%
532
242
$75.1K 0.01%
1,877
243
$74.2K 0.01%
1,264
244
$74K 0.01%
2,800
+53
245
$73.1K 0.01%
1,450
246
$73K 0.01%
1,135
247
$72.7K 0.01%
3,588
248
$72.4K 0.01%
317
249
$71.8K 0.01%
482
+200
250
$71K 0.01%
146
+6
8 9
10
11 12