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
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$21K ﹤0.01%
36
377
$21K ﹤0.01%
1,342
378
$20K ﹤0.01%
227
379
$20K ﹤0.01%
100
380
$20K ﹤0.01%
100
381
$20K ﹤0.01%
1,000
382
$19K ﹤0.01%
146
383
$19K ﹤0.01%
394
384
$19K ﹤0.01%
1,000
385
$19K ﹤0.01%
576
386
$19K ﹤0.01%
363
387
$19K ﹤0.01%
121
388
$19K ﹤0.01%
49
-5
389
$19K ﹤0.01%
100
390
$19K ﹤0.01%
1,000
391
$19K ﹤0.01%
899
392
$19K ﹤0.01%
75
393
$19K ﹤0.01%
516
394
$18K ﹤0.01%
118
395
$18K ﹤0.01%
220
396
$18K ﹤0.01%
494
+4
397
$18K ﹤0.01%
420
398
$18K ﹤0.01%
140
+2
399
$17K ﹤0.01%
286
+49
400
$17K ﹤0.01%
200
14 15
16
17 18