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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
307
277
$26K 0.01%
861
-169
278
$26K 0.01%
2,569
279
$25K 0.01%
390
280
$25K 0.01%
400
281
$25K 0.01%
1,000
282
$25K 0.01%
+401
283
$24K 0.01%
200
284
$24K 0.01%
297
+214
285
$24K 0.01%
169
286
$24K 0.01%
500
287
$24K 0.01%
2,940
288
$23K 0.01%
416
-298
289
$23K 0.01%
756
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290
$23K 0.01%
125
291
$23K 0.01%
76
-54
292
$22K 0.01%
300
293
$22K 0.01%
305
294
$22K 0.01%
767
295
$22K 0.01%
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296
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297
$22K 0.01%
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298
$22K 0.01%
1,025
299
$22K 0.01%
71
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300
$22K 0.01%
150
+68
10 11
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