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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$46K 0.02%
+1,037
252
$46K 0.02%
+884
253
$46K 0.02%
+1,168
254
$46K 0.02%
+1,000
255
$45K 0.02%
+714
256
$45K 0.02%
+94
257
$44K 0.02%
+1,972
258
$44K 0.02%
+774
259
$44K 0.02%
+164
260
$44K 0.02%
+753
261
$43K 0.02%
+174
262
$43K 0.02%
+7,360
263
$43K 0.02%
+653
264
$42K 0.02%
+400
265
$42K 0.02%
+915
266
$42K 0.02%
+851
267
$42K 0.02%
+1,019
268
$42K 0.02%
+1,530
269
$41K 0.02%
+481
270
$41K 0.02%
+280
271
$41K 0.02%
+1,134
272
$41K 0.02%
+197
273
$41K 0.02%
+337
274
$39K 0.02%
+543
275
$38K 0.02%
+440
9 10
11
12 13