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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$34K 0.01%
715
352
$34K 0.01%
387
-173
353
$33K 0.01%
377
354
$33K 0.01%
130
355
$32K 0.01%
299
-97
356
$32K 0.01%
+656
357
$32K 0.01%
+698
358
$32K 0.01%
+1,000
359
$32K 0.01%
515
360
$32K 0.01%
499
+385
361
$32K 0.01%
1,200
362
$32K 0.01%
174
363
$32K 0.01%
1,135
-1,065
364
$31K 0.01%
645
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365
$31K 0.01%
300
366
$31K 0.01%
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367
$31K 0.01%
835
368
$31K 0.01%
1,000
369
$31K 0.01%
2,661
370
$30K 0.01%
205
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371
$30K 0.01%
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372
$30K 0.01%
290
373
$30K 0.01%
1,286
374
$30K 0.01%
326
+92
375
$29K 0.01%
159
13 14
15
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