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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41K 0.01%
244
+1
302
$41K 0.01%
3,080
303
$40K 0.01%
1,090
-260
304
$40K 0.01%
168
305
$40K 0.01%
355
-20
306
$39K 0.01%
396
-112
307
$39K 0.01%
1,352
308
$39K 0.01%
533
-7
309
$37K 0.01%
875
310
$37K 0.01%
288
311
$37K 0.01%
223
312
$37K 0.01%
1,120
313
$36K 0.01%
500
314
$36K 0.01%
124
315
$36K 0.01%
594
-91
316
$36K 0.01%
1,650
317
$35K 0.01%
660
318
$35K 0.01%
800
319
$34K 0.01%
1,334
320
$34K 0.01%
440
-51
321
$34K 0.01%
426
322
$33K 0.01%
600
323
$33K 0.01%
128
-1
324
$33K 0.01%
14
325
$33K 0.01%
377
11 12
13
14 15