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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$70.1K 0.01%
295
252
$69.5K 0.01%
328
+138
253
$69.3K 0.01%
231
254
$69.1K 0.01%
1,493
255
$68.8K 0.01%
1,889
256
$68.1K 0.01%
994
+1
257
$67.8K 0.01%
331
258
$66.9K 0.01%
+1,212
259
$66.8K 0.01%
1,017
260
$65.9K 0.01%
864
-92
261
$65.6K 0.01%
489
+146
262
$65.5K 0.01%
595
263
$65.5K 0.01%
324
264
$65.2K 0.01%
375
-56
265
$63.4K 0.01%
736
+7
266
$62.7K 0.01%
4,200
267
$62.6K 0.01%
752
+260
268
$62.2K 0.01%
942
269
$61.8K 0.01%
+251
270
$61.2K 0.01%
2,430
+60
271
$60.8K 0.01%
209
+3
272
$60.7K 0.01%
732
273
$58.6K 0.01%
236
274
$58.4K 0.01%
252
+4
275
$58.1K 0.01%
4,994
+4,077
9 10
11
12 13