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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27K 0.01%
300
352
$27K 0.01%
290
353
$27K 0.01%
1,200
354
$27K 0.01%
1,286
355
$27K 0.01%
130
356
$26K 0.01%
33
357
$26K 0.01%
191
-152
358
$26K 0.01%
605
359
$25K 0.01%
200
360
$25K 0.01%
100
361
$25K 0.01%
200
362
$25K 0.01%
750
363
$24K 0.01%
+340
364
$24K 0.01%
100
365
$23K ﹤0.01%
+143
366
$23K ﹤0.01%
576
-18
367
$23K ﹤0.01%
534
368
$23K ﹤0.01%
60
369
$23K ﹤0.01%
1,000
370
$22K ﹤0.01%
681
+269
371
$22K ﹤0.01%
159
372
$22K ﹤0.01%
565
+3
373
$22K ﹤0.01%
55
+14
374
$22K ﹤0.01%
203
-27
375
$21K ﹤0.01%
5,803
13 14
15
16 17