CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$220M
3
+$80.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$57.3M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$29.1M

Top Sells

1
+$35.5M
2
+$24.8M
3
+$11.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.91M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57.6K 0.01%
1,241
+590
277
$57.3K 0.01%
1,134
+458
278
$56.7K 0.01%
608
279
$56.6K 0.01%
569
280
$56.3K 0.01%
86
281
$55.8K 0.01%
337
282
$54.9K 0.01%
605
283
$54.5K 0.01%
496
+375
284
$54.3K 0.01%
3,080
285
$53.6K 0.01%
1,036
286
$53.5K 0.01%
337
+129
287
$53K 0.01%
788
288
$53K 0.01%
729
289
$52.8K 0.01%
280
-140
290
$52.5K 0.01%
230
-41
291
$52.4K 0.01%
26
+2
292
$51.5K 0.01%
371
+5
293
$51.1K 0.01%
268
+76
294
$50.7K 0.01%
762
295
$50.4K 0.01%
700
296
$50.3K 0.01%
796
297
$50.3K 0.01%
700
-785
298
$50.2K 0.01%
652
+256
299
$49.9K 0.01%
318
+215
300
$49.7K 0.01%
155
+13
10 11
12
13 14