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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$33K 0.01%
400
327
$33K 0.01%
377
328
$33K 0.01%
1,352
+246
329
$33K 0.01%
1,560
+30
330
$32K 0.01%
267
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331
$32K 0.01%
508
332
$32K 0.01%
1,534
+527
333
$32K 0.01%
1,350
334
$32K 0.01%
303
-179
335
$31K 0.01%
14
+3
336
$31K 0.01%
239
-173
337
$31K 0.01%
44
338
$31K 0.01%
467
+26
339
$31K 0.01%
1,120
340
$30K 0.01%
1,080
341
$30K 0.01%
168
342
$29K 0.01%
133
-43
343
$29K 0.01%
660
344
$29K 0.01%
600
345
$28K 0.01%
79
346
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347
$28K 0.01%
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348
$28K 0.01%
240
349
$28K 0.01%
474
350
$28K 0.01%
130
12 13
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15 16