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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$69K 0.01%
808
-263
252
$66K 0.01%
569
-91
253
$66K 0.01%
2,300
254
$66K 0.01%
3,650
255
$65K 0.01%
265
256
$65K 0.01%
743
-110
257
$65K 0.01%
282
258
$64K 0.01%
81
259
$64K 0.01%
720
260
$64K 0.01%
788
261
$64K 0.01%
370
-62
262
$63K 0.01%
343
263
$63K 0.01%
1,493
-22
264
$63K 0.01%
1,050
265
$63K 0.01%
207
266
$62K 0.01%
1,044
+69
267
$62K 0.01%
110
268
$61K 0.01%
356
+1
269
$60K 0.01%
1,108
-295
270
$60K 0.01%
364
+5
271
$60K 0.01%
1,017
+893
272
$59K 0.01%
1,000
+272
273
$58K 0.01%
296
+73
274
$57K 0.01%
203
+3
275
$57K 0.01%
+500
9 10
11
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