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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$56K 0.01%
302
+18
277
$55K 0.01%
788
278
$55K 0.01%
942
-291
279
$54K 0.01%
81
280
$53K 0.01%
343
281
$53K 0.01%
246
+1
282
$52K 0.01%
4,654
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283
$52K 0.01%
1,883
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284
$51K 0.01%
700
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285
$51K 0.01%
600
286
$51K 0.01%
729
287
$51K 0.01%
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288
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317
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289
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936
290
$50K 0.01%
116
291
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292
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361
293
$49K 0.01%
960
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294
$48K 0.01%
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295
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297
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110
298
$46K 0.01%
345
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299
$46K 0.01%
161
300
$46K 0.01%
2,092
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10 11
12
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