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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K ﹤0.01%
360
-1
377
$19K ﹤0.01%
100
378
$19K ﹤0.01%
290
379
$19K ﹤0.01%
487
+3
380
$19K ﹤0.01%
420
381
$19K ﹤0.01%
2,582
382
$19K ﹤0.01%
899
+290
383
$19K ﹤0.01%
75
384
$18K ﹤0.01%
100
385
$18K ﹤0.01%
516
-1,096
386
$18K ﹤0.01%
610
+105
387
$17K ﹤0.01%
200
388
$17K ﹤0.01%
284
389
$17K ﹤0.01%
130
390
$17K ﹤0.01%
100
391
$17K ﹤0.01%
1,000
392
$16K ﹤0.01%
375
393
$16K ﹤0.01%
118
+108
394
$16K ﹤0.01%
370
395
$16K ﹤0.01%
130
-125
396
$16K ﹤0.01%
200
397
$16K ﹤0.01%
137
398
$16K ﹤0.01%
36
399
$16K ﹤0.01%
+400
400
$15K ﹤0.01%
75
14 15
16
17 18