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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$32.5M
3
+$12.4M
4
DRE
Duke Realty Corp.
DRE
+$5.55M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Healthcare 5.98%
3 Financials 4.71%
4 Real Estate 3.36%
5 Materials 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K 0.01%
+381
402
$15K 0.01%
+82
403
$15K 0.01%
+63
404
$14K 0.01%
+205
405
$14K 0.01%
+192
406
$14K 0.01%
+100
407
$14K 0.01%
+159
408
$14K 0.01%
+420
409
$14K 0.01%
+1,240
410
$14K 0.01%
+1,100
411
$14K 0.01%
+1,000
412
$14K 0.01%
+581
413
$13K 0.01%
+300
414
$13K 0.01%
+325
415
$13K 0.01%
+705
416
$12K 0.01%
+153
417
$12K 0.01%
+651
418
$12K 0.01%
+214
419
$12K 0.01%
+234
420
$12K 0.01%
+165
421
$12K 0.01%
+53
422
$12K 0.01%
+241
423
$12K 0.01%
+36
424
$12K 0.01%
+231
425
$12K 0.01%
+334
15 16
17
18 19