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
$476M
AUM Growth
-$358K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$2.45M
3
+$1.16M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$686K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$459K

Top Sells

1
+$5.15M
2
+$3.01M
3
+$626K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$603K
5
LLY icon
Eli Lilly
LLY
+$600K

Sector Composition

1 Technology 4.52%
2 Healthcare 2.86%
3 Financials 1.96%
4 Real Estate 1.87%
5 Communication Services 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
586
402
$17K ﹤0.01%
137
403
$17K ﹤0.01%
130
404
$17K ﹤0.01%
200
405
$17K ﹤0.01%
2,478
406
$17K ﹤0.01%
400
407
$17K ﹤0.01%
100
408
$17K ﹤0.01%
1,000
+375
409
$16K ﹤0.01%
300
410
$16K ﹤0.01%
100
411
$16K ﹤0.01%
370
412
$16K ﹤0.01%
121
-9
413
$16K ﹤0.01%
234
414
$16K ﹤0.01%
128
415
$15K ﹤0.01%
200
416
$15K ﹤0.01%
300
417
$15K ﹤0.01%
579
418
$15K ﹤0.01%
220
+196
419
$15K ﹤0.01%
550
420
$15K ﹤0.01%
266
-18
421
$15K ﹤0.01%
160
422
$15K ﹤0.01%
300
423
$15K ﹤0.01%
2,569
424
$14K ﹤0.01%
79
425
$14K ﹤0.01%
85
15 16
17
18 19