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
$522M
AUM Growth
-$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$13.1M
3
+$12.6M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$11.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.31M

Top Sells

1
+$1.38M
2
+$748K
3
+$510K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$361K
5
LLY icon
Eli Lilly
LLY
+$340K

Sector Composition

1 Technology 3.36%
2 Healthcare 2.96%
3 Real Estate 2.84%
4 Financials 1.46%
5 Consumer Staples 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27K 0.01%
535
352
$27K 0.01%
645
353
$27K 0.01%
698
354
$27K 0.01%
2,661
355
$27K 0.01%
350
356
$27K 0.01%
1,650
357
$26K 0.01%
192
358
$26K 0.01%
307
359
$26K 0.01%
815
360
$26K 0.01%
239
361
$26K 0.01%
78
362
$25K ﹤0.01%
151
+23
363
$25K ﹤0.01%
1,000
364
$25K ﹤0.01%
500
365
$25K ﹤0.01%
697
366
$25K ﹤0.01%
714
367
$25K ﹤0.01%
933
368
$24K ﹤0.01%
+39
369
$24K ﹤0.01%
656
370
$24K ﹤0.01%
108
371
$24K ﹤0.01%
394
372
$24K ﹤0.01%
550
373
$24K ﹤0.01%
372
374
$23K ﹤0.01%
449
375
$23K ﹤0.01%
290
13 14
15
16 17