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
$476M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.53M
3
+$1.02M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$983K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$521K

Top Sells

1
+$726M
2
+$756K
3
+$747K
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$476K
5
LLY icon
Eli Lilly
LLY
+$475K

Sector Composition

1 Technology 4.55%
2 Healthcare 2.96%
3 Financials 2.11%
4 Real Estate 1.79%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22K ﹤0.01%
1,000
377
$21K ﹤0.01%
146
378
$21K ﹤0.01%
562
+3
379
$21K ﹤0.01%
100
380
$21K ﹤0.01%
625
+15
381
$20K ﹤0.01%
394
382
$20K ﹤0.01%
220
383
$20K ﹤0.01%
370
384
$20K ﹤0.01%
100
385
$19K ﹤0.01%
400
386
$19K ﹤0.01%
516
387
$19K ﹤0.01%
586
388
$19K ﹤0.01%
100
-2
389
$19K ﹤0.01%
363
+3
390
$19K ﹤0.01%
130
391
$19K ﹤0.01%
534
392
$18K ﹤0.01%
227
393
$18K ﹤0.01%
576
394
$18K ﹤0.01%
550
395
$18K ﹤0.01%
284
396
$18K ﹤0.01%
490
+3
397
$18K ﹤0.01%
420
398
$18K ﹤0.01%
138
+1
399
$18K ﹤0.01%
36
400
$18K ﹤0.01%
234
+84
14 15
16
17 18