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
$670M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
892
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$6.42M
3 +$1.78M
4
SCMB icon
Schwab Municipal Bond ETF
SCMB
+$727K
5
BLKB icon
Blackbaud
BLKB
+$635K

Top Sells

1 +$225M
2 +$28.3M
3 +$26.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$17.5M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$14.6M

Sector Composition

1 Real Estate 3.48%
2 Technology 3.36%
3 Healthcare 2.72%
4 Financials 1.4%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$31.7K ﹤0.01%
288
377
$31.2K ﹤0.01%
1,073
378
$31.2K ﹤0.01%
682
+216
379
$30.9K ﹤0.01%
400
380
$30.8K ﹤0.01%
2,661
381
$30.5K ﹤0.01%
275
382
$30.1K ﹤0.01%
1,450
383
$30.1K ﹤0.01%
+1,405
384
$30.1K ﹤0.01%
400
385
$30K ﹤0.01%
174
386
$30K ﹤0.01%
+232
387
$29.9K ﹤0.01%
1,650
388
$29.9K ﹤0.01%
815
389
$29.7K ﹤0.01%
393
-56
390
$29.6K ﹤0.01%
656
391
$29.1K ﹤0.01%
200
392
$29K ﹤0.01%
205
393
$28.8K ﹤0.01%
81
394
$28.8K ﹤0.01%
173
395
$28.6K ﹤0.01%
534
396
$28.4K ﹤0.01%
+190
397
$28.1K ﹤0.01%
1,200
398
$27.8K ﹤0.01%
1,115
399
$27.6K ﹤0.01%
206
-127
400
$27.3K ﹤0.01%
2,400
+650