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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$38K 0.01%
440
327
$38K 0.01%
+1,832
328
$37K 0.01%
192
-385
329
$37K 0.01%
+1,073
330
$37K 0.01%
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331
$36K 0.01%
307
332
$36K 0.01%
611
+596
333
$36K 0.01%
815
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334
$36K 0.01%
288
335
$36K 0.01%
515
336
$35K 0.01%
762
337
$34K 0.01%
535
-80
338
$34K 0.01%
225
339
$34K 0.01%
697
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340
$34K 0.01%
1,650
341
$33K 0.01%
662
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342
$33K 0.01%
1,255
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343
$33K 0.01%
400
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344
$33K 0.01%
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345
$32K 0.01%
645
346
$32K 0.01%
78
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347
$31K 0.01%
1,000
348
$31K 0.01%
698
349
$31K 0.01%
1,200
350
$31K 0.01%
377
12 13
14
15 16