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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$30K 0.02%
+169
302
$30K 0.02%
+443
303
$30K 0.02%
+2,661
304
$30K 0.02%
+2,260
305
$30K 0.02%
+250
306
$30K 0.02%
+3,080
307
$29K 0.01%
+300
308
$29K 0.01%
+241
309
$29K 0.01%
+265
310
$29K 0.01%
+140
311
$29K 0.01%
+364
312
$28K 0.01%
+88
313
$28K 0.01%
+204
314
$28K 0.01%
+402
315
$28K 0.01%
+1,206
316
$28K 0.01%
+340
317
$28K 0.01%
+201
318
$27K 0.01%
+561
319
$27K 0.01%
+1,205
320
$27K 0.01%
+180
321
$27K 0.01%
+1,000
322
$27K 0.01%
+500
323
$27K 0.01%
+160
324
$27K 0.01%
+1,905
325
$26K 0.01%
+644
11 12
13
14 15