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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$45K 0.01%
19
302
$45K 0.01%
207
303
$45K 0.01%
715
304
$45K 0.01%
1,000
305
$45K 0.01%
2,362
306
$44K 0.01%
426
307
$44K 0.01%
355
308
$44K 0.01%
895
309
$43K 0.01%
190
-75
310
$43K 0.01%
200
-3
311
$43K 0.01%
1,380
312
$43K 0.01%
2,296
313
$42K 0.01%
1,352
314
$41K 0.01%
217
-14
315
$41K 0.01%
94
-2
316
$41K 0.01%
112
+14
317
$41K 0.01%
492
-11
318
$40K 0.01%
220
+76
319
$40K 0.01%
327
320
$40K 0.01%
214
+203
321
$39K 0.01%
+472
322
$39K 0.01%
945
323
$39K 0.01%
1,090
-67
324
$39K 0.01%
594
325
$38K 0.01%
275
-897
11 12
13
14 15