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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$40K 0.01%
288
327
$40K 0.01%
426
328
$40K 0.01%
+2,000
329
$39K 0.01%
307
330
$39K 0.01%
360
331
$39K 0.01%
475
332
$39K 0.01%
376
333
$39K 0.01%
250
334
$39K 0.01%
355
335
$38K 0.01%
231
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336
$38K 0.01%
110
-14
337
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98
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338
$38K 0.01%
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339
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122
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340
$37K 0.01%
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341
$36K 0.01%
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342
$36K 0.01%
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343
$36K 0.01%
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344
$36K 0.01%
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$35K 0.01%
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346
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347
$34K 0.01%
400
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349
$34K 0.01%
440
350
$34K 0.01%
96
+2
12 13
14
15 16