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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.01%
1,000
352
$25K 0.01%
474
353
$25K 0.01%
594
354
$25K 0.01%
1,342
355
$25K 0.01%
2,569
356
$24K 0.01%
772
357
$24K 0.01%
57
+40
358
$24K 0.01%
954
359
$23K 0.01%
250
360
$22K ﹤0.01%
33
-11
361
$22K ﹤0.01%
83
362
$21K ﹤0.01%
+394
363
$21K ﹤0.01%
237
-2
364
$20K ﹤0.01%
146
-44
365
$20K ﹤0.01%
220
366
$20K ﹤0.01%
5,803
367
$20K ﹤0.01%
900
368
$20K ﹤0.01%
534
369
$19K ﹤0.01%
152
-115
370
$19K ﹤0.01%
227
-163
371
$19K ﹤0.01%
576
372
$19K ﹤0.01%
586
-119
373
$19K ﹤0.01%
+225
374
$19K ﹤0.01%
+159
375
$19K ﹤0.01%
102
+95
13 14
15
16 17