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
$447M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.59M
3
+$3.43M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.31M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.2M

Top Sells

1
+$3.15M
2
+$3.07M
3
+$2.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.46M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.25M

Sector Composition

1 Technology 4.47%
2 Healthcare 2.95%
3 Financials 2.19%
4 Real Estate 1.73%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K ﹤0.01%
117
402
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200
403
$15K ﹤0.01%
300
404
$15K ﹤0.01%
550
405
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406
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216
407
$15K ﹤0.01%
300
408
$15K ﹤0.01%
300
409
$14K ﹤0.01%
100
410
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55
-14
411
$14K ﹤0.01%
+115
412
$14K ﹤0.01%
300
413
$14K ﹤0.01%
79
414
$14K ﹤0.01%
123
415
$14K ﹤0.01%
441
416
$14K ﹤0.01%
+412
417
$14K ﹤0.01%
132
418
$14K ﹤0.01%
2
+1
419
$14K ﹤0.01%
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420
$14K ﹤0.01%
128
-1
421
$13K ﹤0.01%
+100
422
$13K ﹤0.01%
32
423
$13K ﹤0.01%
137
424
$13K ﹤0.01%
59
425
$13K ﹤0.01%
200
-71
15 16
17
18 19