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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$26K 0.01%
+987
327
$26K 0.01%
+125
328
$26K 0.01%
+579
329
$26K 0.01%
+729
330
$26K 0.01%
+298
331
$26K 0.01%
+2,070
332
$26K 0.01%
+1,362
333
$25K 0.01%
+162
334
$25K 0.01%
+390
335
$25K 0.01%
+44
336
$25K 0.01%
+200
337
$25K 0.01%
+480
338
$25K 0.01%
+299
339
$25K 0.01%
+236
340
$25K 0.01%
+1,025
341
$24K 0.01%
+457
342
$24K 0.01%
+1,260
343
$24K 0.01%
+520
344
$23K 0.01%
+98
345
$23K 0.01%
+1,000
346
$23K 0.01%
+385
347
$23K 0.01%
+890
348
$23K 0.01%
+200
349
$22K 0.01%
+260
350
$22K 0.01%
+440
12 13
14
15 16