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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$68K 0.01%
271
-8
252
$67K 0.01%
266
-10
253
$67K 0.01%
2,193
254
$67K 0.01%
505
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255
$67K 0.01%
396
-6
256
$67K 0.01%
295
257
$66K 0.01%
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258
$65K 0.01%
817
+9
259
$65K 0.01%
220
260
$65K 0.01%
569
261
$65K 0.01%
600
262
$64K 0.01%
337
263
$64K 0.01%
236
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264
$64K 0.01%
86
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265
$62K 0.01%
608
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266
$62K 0.01%
2,300
267
$61K 0.01%
1,140
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268
$61K 0.01%
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269
$61K 0.01%
317
270
$60K 0.01%
282
271
$59K 0.01%
743
272
$59K 0.01%
296
273
$59K 0.01%
365
+1
274
$58K 0.01%
2,220
+225
275
$58K 0.01%
+1,036
9 10
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