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
$245M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$15.3M
4
VV icon
Vanguard Large-Cap ETF
VV
+$10.7M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.46M

Top Sells

1
+$1.66M
2
+$1.44M
3
+$1.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$567K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$524K

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
$9K ﹤0.01%
29
-75
407
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93
-24
408
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-140
409
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68
410
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221
411
$9K ﹤0.01%
385
412
$9K ﹤0.01%
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413
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89
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414
$9K ﹤0.01%
300
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415
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129
+1
416
$9K ﹤0.01%
1,000
417
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268
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174
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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%
234
424
$8K ﹤0.01%
27
-9
425
$8K ﹤0.01%
58
15 16
17
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