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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31K 0.01%
350
-149
352
$31K 0.01%
174
353
$30K 0.01%
400
354
$30K 0.01%
239
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355
$30K 0.01%
850
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356
$30K 0.01%
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357
$30K 0.01%
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358
$30K 0.01%
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359
$29K 0.01%
128
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360
$29K 0.01%
605
361
$28K 0.01%
656
362
$28K 0.01%
475
363
$28K 0.01%
345
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364
$28K 0.01%
387
365
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$28K 0.01%
800
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$27K ﹤0.01%
200
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368
$27K ﹤0.01%
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369
$27K ﹤0.01%
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370
$27K ﹤0.01%
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293
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372
$26K ﹤0.01%
1,000
373
$25K ﹤0.01%
449
374
$25K ﹤0.01%
108
-208
375
$25K ﹤0.01%
200
-100
13 14
15
16 17