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
$522M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$13.1M
3
+$12.6M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$11.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.31M

Top Sells

1
+$1.38M
2
+$748K
3
+$510K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$361K
5
LLY icon
Eli Lilly
LLY
+$340K

Sector Composition

1 Technology 3.36%
2 Healthcare 2.96%
3 Real Estate 2.84%
4 Financials 1.46%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$52K 0.01%
4,760
+106
277
$52K 0.01%
942
278
$51K 0.01%
600
279
$51K 0.01%
1,036
280
$50K 0.01%
366
+1
281
$50K 0.01%
489
+144
282
$50K 0.01%
729
283
$50K 0.01%
710
-206
284
$50K 0.01%
1,953
+70
285
$49K 0.01%
343
286
$48K 0.01%
303
+1
287
$48K 0.01%
960
288
$47K 0.01%
788
289
$47K 0.01%
505
290
$47K 0.01%
134
+24
291
$46K 0.01%
254
292
$46K 0.01%
3,080
293
$45K 0.01%
936
294
$45K 0.01%
116
295
$45K 0.01%
317
296
$44K 0.01%
715
297
$42K 0.01%
24
+5
298
$42K 0.01%
538
-312
299
$42K 0.01%
773
300
$42K 0.01%
370
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