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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47K 0.01%
175
+28
277
$47K 0.01%
975
278
$47K 0.01%
376
279
$47K 0.01%
325
+10
280
$46K 0.01%
239
-1
281
$46K 0.01%
762
-138
282
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116
-15
283
$46K 0.01%
560
-66
284
$44K 0.01%
360
285
$44K 0.01%
327
286
$44K 0.01%
299
-4
287
$44K 0.01%
911
288
$44K 0.01%
1,000
289
$43K 0.01%
245
290
$43K 0.01%
307
291
$43K 0.01%
76
-3
292
$43K 0.01%
400
293
$43K 0.01%
2,296
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294
$42K 0.01%
249
-24
295
$42K 0.01%
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296
$42K 0.01%
728
-56
297
$42K 0.01%
254
-23
298
$41K 0.01%
702
+42
299
$41K 0.01%
250
300
$41K 0.01%
144
-7
10 11
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13 14