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
$546M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$6.65M
3
+$4.98M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.78M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.86M

Top Sells

1
+$21.2M
2
+$17.6M
3
+$2.85M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.35M

Sector Composition

1 Technology 3.7%
2 Healthcare 2.87%
3 Real Estate 2.86%
4 Financials 1.54%
5 Consumer Discretionary 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
1,000
402
$21K ﹤0.01%
466
+293
403
$21K ﹤0.01%
369
404
$21K ﹤0.01%
200
405
$21K ﹤0.01%
+112
406
$20K ﹤0.01%
308
-30
407
$20K ﹤0.01%
217
-10
408
$20K ﹤0.01%
700
409
$20K ﹤0.01%
5,804
410
$20K ﹤0.01%
155
+13
411
$20K ﹤0.01%
34
-4
412
$19K ﹤0.01%
146
-359
413
$19K ﹤0.01%
200
414
$19K ﹤0.01%
200
415
$19K ﹤0.01%
178
+145
416
$19K ﹤0.01%
+444
417
$18K ﹤0.01%
583
-46
418
$18K ﹤0.01%
521
419
$18K ﹤0.01%
485
-350
420
$18K ﹤0.01%
100
421
$18K ﹤0.01%
502
+4
422
$18K ﹤0.01%
121
-10
423
$18K ﹤0.01%
75
424
$18K ﹤0.01%
516
425
$17K ﹤0.01%
441
15 16
17
18 19