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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
131
-33
252
$34K 0.01%
960
-570
253
$33K 0.01%
658
-310
254
$33K 0.01%
677
255
$32K 0.01%
280
256
$32K 0.01%
187
+132
257
$32K 0.01%
+424
258
$32K 0.01%
391
+1
259
$31K 0.01%
156
-3
260
$31K 0.01%
552
+112
261
$31K 0.01%
890
-350
262
$31K 0.01%
+2,000
263
$31K 0.01%
468
+170
264
$31K 0.01%
528
265
$30K 0.01%
774
266
$30K 0.01%
395
+18
267
$30K 0.01%
400
268
$30K 0.01%
151
-31
269
$30K 0.01%
1,110
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270
$29K 0.01%
853
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271
$27K 0.01%
336
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272
$27K 0.01%
44
273
$27K 0.01%
685
-230
274
$27K 0.01%
2,260
275
$27K 0.01%
506
9 10
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