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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28K 0.01%
181
352
$27K 0.01%
660
-335
353
$27K 0.01%
+835
354
$27K 0.01%
2,661
355
$27K 0.01%
856
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356
$26K 0.01%
772
-181
357
$26K 0.01%
1,278
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358
$26K 0.01%
200
359
$25K 0.01%
767
360
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1,200
361
$24K 0.01%
+498
362
$24K 0.01%
515
363
$24K 0.01%
435
+2
364
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600
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365
$23K 0.01%
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366
$23K 0.01%
197
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367
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368
$22K 0.01%
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369
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372
$21K 0.01%
705
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374
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375
$21K 0.01%
594
13 14
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