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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$40K 0.01%
81
302
$40K 0.01%
307
303
$40K 0.01%
233
+7
304
$39K 0.01%
144
305
$39K 0.01%
184
306
$39K 0.01%
76
307
$39K 0.01%
+1,385
308
$39K 0.01%
750
309
$38K 0.01%
714
+179
310
$38K 0.01%
250
311
$37K 0.01%
+669
312
$37K 0.01%
289
-929
313
$37K 0.01%
400
-327
314
$36K 0.01%
300
315
$36K 0.01%
390
316
$35K 0.01%
414
317
$35K 0.01%
+1,584
318
$35K 0.01%
843
319
$35K 0.01%
+391
320
$34K 0.01%
2,128
+88
321
$34K 0.01%
685
322
$34K 0.01%
142
323
$34K 0.01%
800
324
$33K 0.01%
534
325
$33K 0.01%
147
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