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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$49K 0.01%
499
-11
302
$48K 0.01%
+748
303
$48K 0.01%
955
-41
304
$48K 0.01%
715
305
$47K 0.01%
2,296
306
$47K 0.01%
762
307
$47K 0.01%
245
+1
308
$47K 0.01%
168
309
$46K 0.01%
19
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310
$45K 0.01%
2,362
311
$44K 0.01%
174
-1
312
$44K 0.01%
945
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313
$44K 0.01%
702
314
$44K 0.01%
1,352
315
$43K 0.01%
1,157
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316
$43K 0.01%
327
317
$42K 0.01%
144
318
$42K 0.01%
450
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319
$42K 0.01%
254
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$42K 0.01%
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$42K 0.01%
594
322
$42K 0.01%
1,650
323
$40K 0.01%
225
324
$40K 0.01%
674
+14
325
$40K 0.01%
86
+4
11 12
13
14 15