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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46K 0.01%
323
-100
277
$46K 0.01%
1,000
278
$46K 0.01%
165
279
$46K 0.01%
592
+396
280
$46K 0.01%
250
281
$46K 0.01%
3,080
282
$45K 0.01%
771
283
$45K 0.01%
843
284
$45K 0.01%
874
-580
285
$45K 0.01%
207
286
$45K 0.01%
375
-24
287
$44K 0.01%
1,608
288
$44K 0.01%
610
+300
289
$44K 0.01%
126
290
$44K 0.01%
1,800
+240
291
$43K 0.01%
679
+145
292
$43K 0.01%
327
293
$42K 0.01%
500
294
$42K 0.01%
400
295
$42K 0.01%
851
296
$41K 0.01%
289
297
$40K 0.01%
143
-1
298
$40K 0.01%
508
299
$40K 0.01%
131
300
$40K 0.01%
299
10 11
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