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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$49K 0.01%
1,399
277
$49K 0.01%
2,400
278
$48K 0.01%
+399
279
$47K 0.01%
265
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280
$47K 0.01%
486
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281
$47K 0.01%
126
282
$47K 0.01%
334
+1
283
$47K 0.01%
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284
$47K 0.01%
216
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285
$45K 0.01%
890
286
$45K 0.01%
327
287
$45K 0.01%
311
-2
288
$45K 0.01%
300
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289
$44K 0.01%
+1,227
290
$44K 0.01%
75
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291
$44K 0.01%
131
292
$44K 0.01%
500
293
$44K 0.01%
3,080
294
$43K 0.01%
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295
$43K 0.01%
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296
$43K 0.01%
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297
$42K 0.01%
299
298
$42K 0.01%
102
299
$41K 0.01%
254
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300
$41K 0.01%
851
10 11
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