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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$58K 0.01%
993
+250
252
$58K 0.01%
1,493
253
$58K 0.01%
608
254
$58K 0.01%
729
255
$57K 0.01%
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256
$57K 0.01%
324
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257
$56K 0.01%
343
258
$55K 0.01%
248
+1
259
$55K 0.01%
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260
$55K 0.01%
595
261
$54K 0.01%
304
262
$54K 0.01%
140
263
$54K 0.01%
543
264
$54K 0.01%
1,889
265
$53K 0.01%
337
266
$53K 0.01%
942
267
$52K 0.01%
1,017
268
$52K 0.01%
2,370
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269
$52K 0.01%
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270
$51K 0.01%
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$51K 0.01%
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272
$50K 0.01%
700
273
$50K 0.01%
343
274
$50K 0.01%
206
+45
275
$50K 0.01%
3,650
9 10
11
12 13