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
$297M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.25M
3
+$5.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
BLK icon
Blackrock
BLK
+$2.39M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$530K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$297K

Sector Composition

1 Technology 5.18%
2 Healthcare 4.36%
3 Financials 3.56%
4 Real Estate 2.29%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.01%
3,468
+6
277
$41K 0.01%
222
-1,039
278
$41K 0.01%
142
+53
279
$40K 0.01%
+420
280
$40K 0.01%
621
281
$40K 0.01%
677
282
$39K 0.01%
890
283
$39K 0.01%
822
-31
284
$39K 0.01%
207
-193
285
$38K 0.01%
336
286
$38K 0.01%
394
+3
287
$38K 0.01%
3,591
288
$37K 0.01%
400
-48
289
$37K 0.01%
749
-297
290
$36K 0.01%
150
-6
291
$36K 0.01%
225
+38
292
$36K 0.01%
774
293
$36K 0.01%
2,940
294
$35K 0.01%
277
-3
295
$35K 0.01%
86
+10
296
$35K 0.01%
+1,850
297
$35K 0.01%
1,512
+487
298
$34K 0.01%
186
+100
299
$34K 0.01%
595
+179
300
$34K 0.01%
307
10 11
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