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
$327M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$8.15M
3
+$7.35M
4
BLKB icon
Blackbaud
BLKB
+$4.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.79M

Top Sells

1
+$2.78M
2
+$2.11M
3
+$1.25M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.11M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$936K

Sector Composition

1 Technology 6%
2 Healthcare 3.75%
3 Financials 2.52%
4 Communication Services 2%
5 Real Estate 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K ﹤0.01%
244
402
$13K ﹤0.01%
237
-294
403
$13K ﹤0.01%
123
-37
404
$13K ﹤0.01%
54
-39
405
$13K ﹤0.01%
479
+4
406
$13K ﹤0.01%
+216
407
$13K ﹤0.01%
100
408
$13K ﹤0.01%
516
409
$13K ﹤0.01%
156
410
$12K ﹤0.01%
46
411
$12K ﹤0.01%
112
412
$12K ﹤0.01%
261
413
$12K ﹤0.01%
59
414
$12K ﹤0.01%
300
415
$12K ﹤0.01%
494
-13
416
$12K ﹤0.01%
333
+5
417
$12K ﹤0.01%
100
418
$12K ﹤0.01%
128
419
$12K ﹤0.01%
+300
420
$12K ﹤0.01%
300
421
$12K ﹤0.01%
300
422
$12K ﹤0.01%
1,000
423
$11K ﹤0.01%
184
+167
424
$11K ﹤0.01%
375
425
$11K ﹤0.01%
128
-24
15 16
17
18 19