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
$519M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.25M
3
+$3.19M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.09M
5
BLK icon
Blackrock
BLK
+$2.84M

Top Sells

1
+$5.64M
2
+$3.89M
3
+$1.95M
4
BERY
Berry Global Group, Inc.
BERY
+$1.73M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.26M

Sector Composition

1 Technology 4.39%
2 Healthcare 3.15%
3 Real Estate 2.3%
4 Financials 2.28%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
139
+9
402
$22K ﹤0.01%
1,000
403
$21K ﹤0.01%
629
+43
404
$21K ﹤0.01%
220
405
$21K ﹤0.01%
+700
406
$21K ﹤0.01%
1,376
+34
407
$21K ﹤0.01%
1,000
408
$20K ﹤0.01%
338
+52
409
$20K ﹤0.01%
576
410
$20K ﹤0.01%
95
-5
411
$20K ﹤0.01%
200
412
$20K ﹤0.01%
369
+6
413
$20K ﹤0.01%
75
414
$20K ﹤0.01%
516
415
$19K ﹤0.01%
394
416
$19K ﹤0.01%
108
-10
417
$19K ﹤0.01%
+500
418
$19K ﹤0.01%
498
+4
419
$19K ﹤0.01%
5,804
+1
420
$19K ﹤0.01%
100
421
$18K ﹤0.01%
1,000
422
$18K ﹤0.01%
150
-200
423
$18K ﹤0.01%
+345
424
$18K ﹤0.01%
118
+81
425
$18K ﹤0.01%
514
+138
15 16
17
18 19