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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
207
377
$11K ﹤0.01%
54
+39
378
$11K ﹤0.01%
513
+93
379
$11K ﹤0.01%
1,124
+374
380
$11K ﹤0.01%
288
+57
381
$11K ﹤0.01%
800
382
$10K ﹤0.01%
104
-180
383
$10K ﹤0.01%
424
-22
384
$10K ﹤0.01%
218
+65
385
$10K ﹤0.01%
123
386
$10K ﹤0.01%
576
-627
387
$10K ﹤0.01%
82
-115
388
$10K ﹤0.01%
300
389
$10K ﹤0.01%
214
390
$10K ﹤0.01%
507
391
$10K ﹤0.01%
230
-213
392
$10K ﹤0.01%
60
393
$10K ﹤0.01%
381
394
$10K ﹤0.01%
+73
395
$10K ﹤0.01%
46
-7
396
$10K ﹤0.01%
241
397
$10K ﹤0.01%
609
398
$10K ﹤0.01%
36
+23
399
$10K ﹤0.01%
+100
400
$10K ﹤0.01%
390
+25
14 15
16
17 18