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
$398M
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.28M
3
+$3.19M
4
BERY
Berry Global Group, Inc.
BERY
+$1.69M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$534M
2
+$7.94M
3
+$6.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.1M
5
MSFT icon
Microsoft
MSFT
+$558K

Sector Composition

1 Technology 5.62%
2 Healthcare 3.33%
3 Financials 2.21%
4 Real Estate 1.93%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K ﹤0.01%
576
402
$16K ﹤0.01%
100
403
$16K ﹤0.01%
484
+5
404
$16K ﹤0.01%
210
405
$16K ﹤0.01%
2,582
406
$16K ﹤0.01%
2,569
407
$15K ﹤0.01%
310
408
$15K ﹤0.01%
271
-33
409
$15K ﹤0.01%
100
410
$15K ﹤0.01%
190
+40
411
$15K ﹤0.01%
300
412
$15K ﹤0.01%
1,000
413
$15K ﹤0.01%
156
414
$15K ﹤0.01%
+210
415
$14K ﹤0.01%
123
416
$14K ﹤0.01%
200
417
$14K ﹤0.01%
300
418
$14K ﹤0.01%
200
419
$14K ﹤0.01%
129
+1
420
$14K ﹤0.01%
300
421
$13K ﹤0.01%
100
422
$13K ﹤0.01%
300
-1,025
423
$13K ﹤0.01%
79
-219
424
$13K ﹤0.01%
441
425
$13K ﹤0.01%
59
15 16
17
18 19