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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$33K 0.01%
+376
327
$33K 0.01%
1,200
328
$32K 0.01%
225
329
$32K 0.01%
82
+25
330
$32K 0.01%
94
331
$32K 0.01%
515
332
$32K 0.01%
1,388
+4
333
$32K 0.01%
177
334
$32K 0.01%
528
+5
335
$31K 0.01%
+400
336
$31K 0.01%
413
337
$31K 0.01%
+475
338
$31K 0.01%
715
339
$31K 0.01%
174
340
$30K 0.01%
503
-21
341
$30K 0.01%
595
+525
342
$30K 0.01%
999
+227
343
$30K 0.01%
424
-16
344
$30K 0.01%
2,661
345
$29K 0.01%
340
346
$29K 0.01%
835
347
$29K 0.01%
+1,000
348
$29K 0.01%
303
349
$28K 0.01%
2,738
350
$28K 0.01%
354
12 13
14
15 16