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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$58K 0.01%
359
252
$57K 0.01%
200
253
$57K 0.01%
343
-38
254
$57K 0.01%
600
255
$57K 0.01%
665
256
$57K 0.01%
786
-66
257
$56K 0.01%
996
-31
258
$56K 0.01%
1,608
259
$55K 0.01%
1,450
260
$55K 0.01%
788
-35
261
$55K 0.01%
4,463
+85
262
$55K 0.01%
1,813
-163
263
$55K 0.01%
355
264
$53K 0.01%
265
265
$53K 0.01%
911
+39
266
$52K 0.01%
350
267
$52K 0.01%
729
-48
268
$50K 0.01%
1,000
269
$50K 0.01%
510
-18
270
$49K 0.01%
1,000
271
$49K 0.01%
1,995
+75
272
$48K 0.01%
310
-120
273
$48K 0.01%
110
-16
274
$48K 0.01%
715
275
$48K 0.01%
2,362
-319
9 10
11
12 13