CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1 +$269M
2 +$220M
3 +$80.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$57.3M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$29.1M

Top Sells

1 +$35.5M
2 +$24.8M
3 +$11.9M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.91M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$34.4K 0.01%
1,154
+954
352
$34.3K 0.01%
355
353
$33.8K 0.01%
394
354
$33.8K 0.01%
214
355
$32.7K 0.01%
311
+81
356
$32.1K 0.01%
217
357
$31.5K 0.01%
400
358
$31.1K 0.01%
288
359
$31K 0.01%
1,000
360
$30.7K 0.01%
2,661
361
$30.6K 0.01%
400
362
$30.5K 0.01%
174
+62
363
$30.4K 0.01%
81
+53
364
$30.1K 0.01%
+255
365
$30K 0.01%
125
366
$29.9K 0.01%
+1,450
367
$29.8K ﹤0.01%
350
368
$29.1K ﹤0.01%
307
369
$28K ﹤0.01%
205
+31
370
$27.9K ﹤0.01%
200
371
$27.7K ﹤0.01%
+811
372
$27.6K ﹤0.01%
1,115
373
$27.6K ﹤0.01%
645
374
$27.4K ﹤0.01%
815
375
$27.4K ﹤0.01%
1,200