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
$603M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
863
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$16.8M
3
+$15.4M
4
LLY icon
Eli Lilly
LLY
+$9.05M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$5.04M

Top Sells

1
+$25.1M
2
+$11.9M
3
+$6.99M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.86M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$6.15M

Sector Composition

1 Real Estate 3.25%
2 Technology 2.94%
3 Healthcare 2.82%
4 Financials 1.59%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$27.3K ﹤0.01%
550
377
$26.9K ﹤0.01%
1,255
378
$26.7K ﹤0.01%
703
+41
379
$26.2K ﹤0.01%
697
380
$26.2K ﹤0.01%
937
+1
381
$26.1K ﹤0.01%
78
382
$25.9K ﹤0.01%
185
+14
383
$25.9K ﹤0.01%
656
384
$25.7K ﹤0.01%
256
+17
385
$25.5K ﹤0.01%
366
386
$25.4K ﹤0.01%
4,874
387
$25.4K ﹤0.01%
173
388
$25.3K ﹤0.01%
290
389
$25.2K ﹤0.01%
1,650
390
$25.1K ﹤0.01%
303
+10
391
$25K ﹤0.01%
426
+213
392
$24.9K ﹤0.01%
494
+400
393
$24.9K ﹤0.01%
500
394
$24.4K ﹤0.01%
246
395
$24.3K ﹤0.01%
74
396
$24.1K ﹤0.01%
372
397
$23.9K ﹤0.01%
600
398
$23.8K ﹤0.01%
780
-153
399
$23.1K ﹤0.01%
192
-2,078
400
$22.8K ﹤0.01%
+2,527
14 15
16
17 18