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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K 0.01%
1,323
-39
327
$17K 0.01%
214
328
$17K 0.01%
318
329
$17K 0.01%
362
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330
$17K 0.01%
222
331
$17K 0.01%
93
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332
$17K 0.01%
366
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333
$17K 0.01%
3,597
+1,119
334
$17K 0.01%
133
335
$16K 0.01%
212
+35
336
$16K 0.01%
240
-25
337
$16K 0.01%
221
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338
$16K 0.01%
+125
339
$16K 0.01%
130
340
$16K 0.01%
909
341
$16K 0.01%
156
-182
342
$16K 0.01%
328
343
$15K 0.01%
162
344
$15K 0.01%
260
345
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346
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238
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347
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565
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348
$15K 0.01%
547
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349
$15K 0.01%
230
-493
350
$15K 0.01%
1,206
12 13
14
15 16