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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$29K 0.01%
403
-21
377
$29K 0.01%
372
+332
378
$28K 0.01%
2,738
379
$28K 0.01%
33
380
$28K 0.01%
203
381
$28K 0.01%
356
+2
382
$28K 0.01%
+767
383
$27K 0.01%
303
384
$26K 0.01%
+1,500
385
$26K 0.01%
100
386
$26K 0.01%
534
387
$26K 0.01%
191
388
$25K ﹤0.01%
380
+160
389
$25K ﹤0.01%
+500
390
$25K ﹤0.01%
38
+2
391
$25K ﹤0.01%
605
392
$24K ﹤0.01%
131
+10
393
$24K ﹤0.01%
401
-32,500
394
$23K ﹤0.01%
449
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395
$23K ﹤0.01%
384
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396
$23K ﹤0.01%
142
+2
397
$23K ﹤0.01%
528
398
$22K ﹤0.01%
227
399
$22K ﹤0.01%
108
+8
400
$22K ﹤0.01%
569
+4
14 15
16
17 18