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
$297M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.25M
3
+$5.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
BLK icon
Blackrock
BLK
+$2.39M

Top Sells

1
+$1.44M
2
+$1.36M
3
+$530K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$429K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$297K

Sector Composition

1 Technology 5.18%
2 Healthcare 4.36%
3 Financials 3.56%
4 Real Estate 2.29%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K 0.01%
357
-9
377
$20K 0.01%
52
-19
378
$20K 0.01%
1,164
379
$20K 0.01%
+200
380
$20K 0.01%
3,080
381
$19K 0.01%
260
382
$19K 0.01%
713
+452
383
$19K 0.01%
318
384
$18K 0.01%
474
385
$18K 0.01%
325
+155
386
$18K 0.01%
186
+101
387
$18K 0.01%
95
+22
388
$18K 0.01%
256
+34
389
$18K 0.01%
200
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390
$18K 0.01%
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391
$18K 0.01%
535
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392
$18K 0.01%
533
+494
393
$18K 0.01%
120
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394
$17K 0.01%
11
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395
$17K 0.01%
459
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396
$17K 0.01%
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397
$17K 0.01%
595
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398
$17K 0.01%
550
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399
$17K 0.01%
362
400
$17K 0.01%
93
+33
14 15
16
17 18