CCA

Column Capital Advisors Portfolio holdings

AUM $680M
1-Year Est. Return 15.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.2M
3
+$18.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$12.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$12.3M

Top Sells

1
+$41.9M
2
+$6.5M
3
+$2.13M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.98M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.78M

Sector Composition

1 Technology 4.9%
2 Healthcare 4.33%
3 Financials 3.54%
4 Real Estate 2.7%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
+117
402
$9K ﹤0.01%
59
403
$9K ﹤0.01%
325
404
$9K ﹤0.01%
100
405
$9K ﹤0.01%
550
-29
406
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93
-24
407
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159
-140
408
$9K ﹤0.01%
68
409
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221
410
$9K ﹤0.01%
385
411
$9K ﹤0.01%
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412
$9K ﹤0.01%
89
-278
413
$9K ﹤0.01%
300
-34
414
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129
+1
415
$9K ﹤0.01%
1,000
416
$9K ﹤0.01%
268
-814
417
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29
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418
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174
+27
419
$8K ﹤0.01%
+170
420
$8K ﹤0.01%
375
421
$8K ﹤0.01%
441
422
$8K ﹤0.01%
261
-345
423
$8K ﹤0.01%
200
424
$8K ﹤0.01%
94
+70
425
$8K ﹤0.01%
+239
15 16
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