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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$6.42M
3
+$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1
+$225M
2
+$28.3M
3
+$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$57.9K 0.01%
422
+111
302
$57.1K 0.01%
762
303
$56.9K 0.01%
268
304
$56.4K 0.01%
155
305
$55.5K 0.01%
243
306
$55.3K 0.01%
569
307
$55.1K 0.01%
81
308
$55.1K 0.01%
746
+46
309
$54.3K 0.01%
732
310
$54.2K 0.01%
1,156
+366
311
$53.8K 0.01%
384
+369
312
$53.1K 0.01%
72
313
$52.9K 0.01%
266
-65
314
$52.8K 0.01%
251
315
$52.6K 0.01%
307
-11
316
$51.9K 0.01%
1,380
317
$51.5K 0.01%
1,036
318
$51.2K 0.01%
1,578
319
$51.2K 0.01%
373
+2
320
$50K 0.01%
+3,000
321
$49.7K 0.01%
379
322
$48.6K 0.01%
142
323
$48.5K 0.01%
700
324
$48.4K 0.01%
842
-22
325
$48.3K 0.01%
525
-80
11 12
13
14 15