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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K 0.01%
+435
252
$55K 0.01%
3,650
253
$54K 0.01%
616
+19
254
$54K 0.01%
222
255
$54K 0.01%
1,043
+45
256
$54K 0.01%
759
-1,022
257
$54K 0.01%
364
+352
258
$54K 0.01%
1,612
+1,096
259
$53K 0.01%
2,300
260
$53K 0.01%
3,486
+6
261
$52K 0.01%
420
262
$52K 0.01%
398
+2
263
$52K 0.01%
+883
264
$52K 0.01%
3,440
-151
265
$52K 0.01%
+752
266
$51K 0.01%
423
-510
267
$51K 0.01%
1,608
-364
268
$51K 0.01%
360
269
$51K 0.01%
879
270
$50K 0.01%
972
271
$50K 0.01%
282
-131
272
$50K 0.01%
715
273
$50K 0.01%
917
274
$49K 0.01%
267
275
$49K 0.01%
+544
9 10
11
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