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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38K 0.02%
+350
277
$38K 0.02%
+104
278
$38K 0.02%
+182
279
$38K 0.02%
+237
280
$38K 0.02%
+338
281
$37K 0.02%
+159
282
$37K 0.02%
+934
283
$37K 0.02%
+2,569
284
$36K 0.02%
+32
285
$36K 0.02%
+593
286
$36K 0.02%
+1,203
287
$35K 0.02%
+1,000
288
$35K 0.02%
+528
289
$34K 0.02%
+259
290
$33K 0.02%
+197
291
$33K 0.02%
+606
292
$33K 0.02%
+400
293
$33K 0.02%
+377
294
$33K 0.02%
+90
295
$33K 0.02%
+600
296
$32K 0.02%
+305
297
$32K 0.02%
+642
298
$32K 0.02%
+814
299
$31K 0.02%
+284
300
$30K 0.02%
+767
10 11
12
13 14