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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$25K ﹤0.01%
100
377
$25K ﹤0.01%
290
378
$25K ﹤0.01%
57
-29
379
$25K ﹤0.01%
500
380
$25K ﹤0.01%
356
381
$24K ﹤0.01%
203
382
$24K ﹤0.01%
266
-33
383
$24K ﹤0.01%
550
384
$24K ﹤0.01%
+107
385
$24K ﹤0.01%
191
386
$23K ﹤0.01%
380
387
$23K ﹤0.01%
530
+413
388
$23K ﹤0.01%
394
-9
389
$23K ﹤0.01%
+426
390
$23K ﹤0.01%
534
391
$23K ﹤0.01%
714
392
$23K ﹤0.01%
1,376
393
$22K ﹤0.01%
2,738
394
$22K ﹤0.01%
576
395
$22K ﹤0.01%
74
-2
396
$22K ﹤0.01%
572
+3
397
$22K ﹤0.01%
220
398
$22K ﹤0.01%
246
-470
399
$22K ﹤0.01%
95
-35
400
$22K ﹤0.01%
570
+42
14 15
16
17 18