CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.2M
3
+$18.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$12.3M

Top Sells

1
+$41.9M
2
+$6.5M
3
+$2.13M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.78M

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K 0.01%
1,206
352
$14K 0.01%
140
353
$14K 0.01%
220
-182
354
$14K 0.01%
987
355
$14K 0.01%
200
356
$14K 0.01%
1,020
357
$13K 0.01%
474
358
$13K 0.01%
85
+30
359
$13K 0.01%
954
-10,122
360
$13K 0.01%
525
361
$13K 0.01%
86
-2
362
$12K ﹤0.01%
515
+75
363
$12K ﹤0.01%
82
-122
364
$12K ﹤0.01%
75
+31
365
$12K ﹤0.01%
+54
366
$12K ﹤0.01%
494
+439
367
$12K ﹤0.01%
130
-181
368
$12K ﹤0.01%
873
+59
369
$12K ﹤0.01%
300
370
$12K ﹤0.01%
+900
371
$11K ﹤0.01%
100
-43
372
$11K ﹤0.01%
+348
373
$11K ﹤0.01%
370
374
$11K ﹤0.01%
250
375
$11K ﹤0.01%
+660
13 14
15
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