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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$27K 0.01%
74
352
$27K 0.01%
1,200
353
$26K 0.01%
815
354
$26K 0.01%
252
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355
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697
356
$26K 0.01%
173
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357
$25K 0.01%
1,255
358
$25K 0.01%
500
359
$25K 0.01%
203
360
$24K 0.01%
296
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361
$24K 0.01%
1,115
+455
362
$24K 0.01%
645
363
$24K 0.01%
394
364
$24K 0.01%
78
365
$24K 0.01%
933
366
$23K ﹤0.01%
200
367
$23K ﹤0.01%
192
368
$23K ﹤0.01%
125
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369
$23K ﹤0.01%
372
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$23K ﹤0.01%
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371
$23K ﹤0.01%
171
372
$22K ﹤0.01%
290
373
$22K ﹤0.01%
239
374
$22K ﹤0.01%
936
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375
$22K ﹤0.01%
260
-450
13 14
15
16 17