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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41K 0.01%
489
302
$41K 0.01%
370
303
$40K 0.01%
762
304
$40K 0.01%
142
+8
305
$40K 0.01%
2,362
306
$39K 0.01%
24
307
$39K 0.01%
207
308
$38K 0.01%
796
+261
309
$38K 0.01%
230
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310
$38K 0.01%
1,578
+226
311
$38K 0.01%
773
312
$38K 0.01%
1,000
313
$37K 0.01%
1,380
314
$37K 0.01%
2,620
+320
315
$37K 0.01%
852
316
$37K 0.01%
676
317
$36K 0.01%
2,092
318
$35K 0.01%
302
319
$35K 0.01%
4,874
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320
$35K 0.01%
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321
$35K 0.01%
244
322
$34K 0.01%
275
323
$34K 0.01%
81
324
$34K 0.01%
+208
325
$34K 0.01%
1,838
-30,902
11 12
13
14 15