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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$49.2K 0.01%
864
+450
302
$48.2K 0.01%
318
+1
303
$48.1K 0.01%
3,650
304
$47.9K 0.01%
303
305
$47.7K 0.01%
600
306
$47.3K 0.01%
1,997
+44
307
$46.8K 0.01%
897
+732
308
$46.8K 0.01%
936
309
$46.5K 0.01%
116
310
$45.4K 0.01%
190
311
$45.3K 0.01%
+72
312
$45K 0.01%
1,000
313
$44.6K 0.01%
254
314
$44.3K 0.01%
81
315
$44.2K 0.01%
333
316
$44K 0.01%
131
-89
317
$43.7K 0.01%
1,578
318
$43.7K 0.01%
773
319
$43.5K 0.01%
379
+9
320
$42.9K 0.01%
142
+8
321
$42.3K 0.01%
333
+206
322
$42.2K 0.01%
2,362
323
$42.1K 0.01%
243
+135
324
$42K 0.01%
250
+6
325
$42K 0.01%
1,380
11 12
13
14 15