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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$34K 0.01%
594
327
$33K 0.01%
293
328
$33K 0.01%
790
-350
329
$32K 0.01%
611
330
$32K 0.01%
400
331
$32K 0.01%
214
332
$31K 0.01%
1,000
333
$31K 0.01%
472
334
$30K 0.01%
449
335
$30K 0.01%
366
-60
336
$30K 0.01%
1,073
337
$29K 0.01%
217
338
$29K 0.01%
945
339
$29K 0.01%
440
340
$29K 0.01%
288
341
$28K 0.01%
307
342
$28K 0.01%
400
343
$28K 0.01%
1,090
344
$28K 0.01%
+651
345
$28K 0.01%
2,661
346
$28K 0.01%
350
347
$28K 0.01%
1,419
348
$28K 0.01%
400
349
$28K 0.01%
355
350
$27K 0.01%
396
+130
12 13
14
15 16