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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57K 0.01%
4,555
+92
277
$57K 0.01%
284
-16
278
$57K 0.01%
3,080
279
$56K 0.01%
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-197
280
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-3
281
$56K 0.01%
116
282
$56K 0.01%
361
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283
$56K 0.01%
336
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284
$56K 0.01%
600
285
$56K 0.01%
653
-12
286
$55K 0.01%
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287
$54K 0.01%
1,995
288
$53K 0.01%
729
289
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901
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290
$52K 0.01%
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291
$52K 0.01%
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292
$51K 0.01%
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293
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294
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279
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295
$50K 0.01%
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296
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297
$50K 0.01%
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$50K 0.01%
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-1,015
299
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1,000
300
$49K 0.01%
252
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