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
$484M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$7.92M
3
+$6.85M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.99M

Top Sells

1
+$3.07M
2
+$2.67M
3
+$2.39M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$1.28M

Sector Composition

1 Technology 3.41%
2 Healthcare 2.9%
3 Real Estate 2.66%
4 Financials 1.54%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22K ﹤0.01%
578
-382
377
$22K ﹤0.01%
293
378
$21K ﹤0.01%
656
379
$21K ﹤0.01%
600
-98
380
$21K ﹤0.01%
579
+3
381
$21K ﹤0.01%
246
382
$21K ﹤0.01%
414
383
$21K ﹤0.01%
1,650
384
$20K ﹤0.01%
550
385
$20K ﹤0.01%
714
386
$20K ﹤0.01%
130
+55
387
$19K ﹤0.01%
204
+165
388
$19K ﹤0.01%
380
389
$19K ﹤0.01%
1,000
390
$19K ﹤0.01%
241
+121
391
$19K ﹤0.01%
510
+4
392
$19K ﹤0.01%
112
393
$19K ﹤0.01%
+642
394
$19K ﹤0.01%
954
395
$18K ﹤0.01%
2,738
396
$18K ﹤0.01%
576
397
$18K ﹤0.01%
662
398
$18K ﹤0.01%
300
-215
399
$18K ﹤0.01%
107
400
$17K ﹤0.01%
466
14 15
16
17 18