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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20K 0.01%
130
377
$20K 0.01%
534
378
$19K ﹤0.01%
318
379
$19K ﹤0.01%
290
380
$19K ﹤0.01%
250
381
$18K ﹤0.01%
32
382
$18K ﹤0.01%
557
+4
383
$18K ﹤0.01%
361
-1,076
384
$18K ﹤0.01%
370
385
$18K ﹤0.01%
100
386
$18K ﹤0.01%
239
387
$18K ﹤0.01%
72
388
$18K ﹤0.01%
420
+80
389
$18K ﹤0.01%
5,803
+635
390
$18K ﹤0.01%
75
391
$17K ﹤0.01%
200
392
$17K ﹤0.01%
220
-242
393
$17K ﹤0.01%
284
394
$17K ﹤0.01%
36
-39
395
$17K ﹤0.01%
300
396
$17K ﹤0.01%
120
397
$17K ﹤0.01%
+83
398
$16K ﹤0.01%
190
-1,508
399
$16K ﹤0.01%
69
400
$16K ﹤0.01%
240
-2,385
14 15
16
17 18